JMVPX
Price
$36.00
Change
+$0.14 (+0.39%)
Updated
Jul 25 closing price
Net Assets
12.69B
JVMSX
Price
$29.24
Change
+$0.18 (+0.62%)
Updated
Jul 25 closing price
Net Assets
23.06B
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JMVPX vs JVMSX

Header iconJMVPX vs JVMSX Comparison
Open Charts JMVPX vs JVMSXBanner chart's image
JPMorgan Mid Cap Value R3
Price$36.00
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets12.69B
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
JMVPX vs JVMSX Comparison Chart in %
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JMVPX vs. JVMSX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. JMVPX (12.7B). JMVPX pays higher dividends than JVMSX: JMVPX (0.64) vs JVMSX (0.42). 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: 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 : 0.75 vs. JMVPX (-0.65). JVMSX return over 5 years is better than : 55.91 vs. JMVPX (16.41).
JMVPXJVMSXJMVPX / JVMSX
Total Expense Ratio1.101.2588%
Annual Report Gross Expense Ratio1.191.2694%
Fund Existence9 years13 years-
Gain YTD3.8969.06443%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B23.1B55%
Annual Yield % from dividends0.640.42154%
Returns for 1 year-0.650.75-86%
Returns for 3 years2.4420.4212%
Returns for 5 years16.4155.9129%
Returns for 10 yearsN/A46.42-
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