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JMVPX vs JVMSX
JMVPX vs JVMSX Comparison
Open Charts JMVPX vs JVMSX
JPMorgan Mid Cap Value R3
Price$35.94
Change-$0.09 (-0.25%)
VolumeN/A
Net Assets12.42B
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
JMVPX vs JVMSX Comparison Chart in %
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JMVPX vs. JVMSX commentary
Sep 09, 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 StrongBuy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. JMVPX (12.4B). JMVPX pays higher dividends than JVMSX: JMVPX (0.62) vs JVMSX (0.40). JMVPX was incepted earlier than JVMSX: JMVPX (9 years) vs JVMSX (14 years). JVMSX (1.25) and JMVPX (1.19) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 49.00 vs. JMVPX (28.00). JMVPX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 4.09 vs. JMVPX (-2.81). JVMSX return over 5 years is better than : 54.47 vs. JMVPX (13.06).
| JMVPX | JVMSX | JMVPX / JVMSX | |
| Total Expense Ratio | 1.10 | 1.24 | 89% |
| Annual Report Gross Expense Ratio | 1.19 | 1.25 | 95% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 3.723 | 11.936 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 24.4B | 51% |
| Annual Yield % from dividends | 0.62 | 0.40 | 156% |
| Returns for 1 year | -2.81 | 4.09 | -69% |
| Returns for 3 years | -2.34 | 18.75 | -12% |
| Returns for 5 years | 13.06 | 54.47 | 24% |
| Returns for 10 years | N/A | 55.37 | - |
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