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JMVPX vs JVMIX
JMVPX vs JVMIX Comparison
Open Charts JMVPX vs JVMIX
JPMorgan Mid Cap Value R3
Price$35.83
Change+$0.46 (+1.30%)
VolumeN/A
Net Assets12.26B
JHancock Disciplined Value Mid Cap I
Price$30.11
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
JMVPX vs JVMIX Comparison Chart in %
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JMVPX vs. JVMIX commentary
Sep 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JMVPX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. JMVPX (12.3B). JVMIX pays higher dividends than JMVPX: JVMIX (0.74) vs JMVPX (0.62). JMVPX was incepted earlier than JVMIX: JMVPX (9 years) vs JVMIX (28 years). JMVPX (1.19) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. JMVPX (28.00). JMVPX has a lower initial minimum investment than JVMIX: JMVPX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -0.89 vs. JMVPX (-7.12). JVMIX return over 5 years is better than : 61.98 vs. JMVPX (17.04).
| JMVPX | JVMIX | JMVPX / JVMIX | |
| Total Expense Ratio | 1.10 | 0.85 | 129% |
| Annual Report Gross Expense Ratio | 1.19 | 0.86 | 138% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 3.405 | 11.725 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 24.2B | 51% |
| Annual Yield % from dividends | 0.62 | 0.74 | 84% |
| Returns for 1 year | -7.12 | -0.89 | 804% |
| Returns for 3 years | 10.05 | 34.98 | 29% |
| Returns for 5 years | 17.04 | 61.98 | 27% |
| Returns for 10 years | N/A | 65.12 | - |
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