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JMVPX vs JVMRX
JMVPX vs JVMRX Comparison
Open Charts JMVPX vs JVMRX
JPMorgan Mid Cap Value R3
Price$30.04
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets11.56B
JHancock Disciplined Value Mid Cap R6
Price$27.90
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
JMVPX vs JVMRX Comparison Chart in %
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JMVPX vs. JVMRX commentary
Dec 28, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. JMVPX (11.6B). JVMRX pays higher dividends than JMVPX: JVMRX (0.83) vs JMVPX (0.62). JMVPX was incepted earlier than JVMRX: JMVPX (9 years) vs JVMRX (14 years). JMVPX (1.20) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. JMVPX (39.00). JMVPX has a lower initial minimum investment than JVMRX: JMVPX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 2.35 vs. JMVPX (-14.51). JVMRX return over 5 years is better than : 24.33 vs. JMVPX (-12.93).
| JMVPX | JVMRX | JMVPX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.74 | 149% |
| Annual Report Gross Expense Ratio | 1.20 | 0.75 | 160% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -13.304 | 3.563 | -373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 23.9B | 49% |
| Annual Yield % from dividends | 0.62 | 0.83 | 74% |
| Returns for 1 year | -14.51 | 2.35 | -618% |
| Returns for 3 years | -6.80 | 16.55 | -41% |
| Returns for 5 years | -12.93 | 24.33 | -53% |
| Returns for 10 years | N/A | 51.02 | - |
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