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JMVPX vs JVMSX
JMVPX vs JVMSX Comparison
Open Charts JMVPX vs JVMSX
JPMorgan Mid Cap Value R3
Price$35.60
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets12.8B
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
JMVPX vs JVMSX Comparison Chart in %
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JMVPX vs. JVMSX commentary
Jul 07, 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: 22.6B vs. JMVPX (12.8B). 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: 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 : 3.00 vs. JMVPX (1.96). JVMSX return over 5 years is better than : 60.52 vs. JMVPX (19.12).
| 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 | 2.742 | 8.206 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 22.6B | 57% |
| Annual Yield % from dividends | 0.64 | 0.42 | 154% |
| Returns for 1 year | 1.96 | 3.00 | 65% |
| Returns for 3 years | 3.74 | 22.77 | 16% |
| Returns for 5 years | 19.12 | 60.52 | 32% |
| Returns for 10 years | N/A | 44.56 | - |
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