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JMVPX vs JVMSX
JMVPX vs JVMSX Comparison
Open Charts JMVPX vs JVMSX
JPMorgan Mid Cap Value R3
Price$33.88
Change-$0.46 (-1.34%)
VolumeN/A
Net Assets12.24B
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
JMVPX vs JVMSX Comparison Chart
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JMVPX vs. JVMSX commentary
Jun 15, 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. JMVPX (12.2B). JMVPX pays higher dividends than JVMSX: JMVPX (0.66) vs JVMSX (0.43). JMVPX was incepted earlier than JVMSX: JMVPX (9 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JMVPX (1.19). JVMSX is a more actively managed with annual turnover of: 47.00 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 : -3.29 vs. JMVPX (-3.92). JVMSX return over 5 years is better than : 50.13 vs. JMVPX (12.88).
| JMVPX | JVMSX | JMVPX / JVMSX | |
| Total Expense Ratio | 1.10 | 1.25 | 88% |
| Annual Report Gross Expense Ratio | 1.19 | 1.26 | 94% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | -2.222 | 2.313 | -96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 21.5B | 57% |
| Annual Yield % from dividends | 0.66 | 0.43 | 152% |
| Returns for 1 year | -3.92 | -3.29 | 119% |
| Returns for 3 years | -0.62 | 15.80 | -4% |
| Returns for 5 years | 12.88 | 50.13 | 26% |
| Returns for 10 years | N/A | 33.43 | - |
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