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JMVPX vs JVMSX
JMVPX vs JVMSX Comparison
Open Charts JMVPX vs JVMSX
JPMorgan Mid Cap Value R3
Price$35.42
Change-$0.24 (-0.67%)
VolumeN/A
Net Assets12.36B
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
JMVPX vs JVMSX Comparison Chart in %
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JMVPX vs. JVMSX commentary
Aug 18, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. JMVPX (12.4B). JMVPX pays higher dividends than JVMSX: JMVPX (0.64) vs JVMSX (0.41). 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 : 0.34 vs. JMVPX (-3.88). JVMSX return over 5 years is better than : 48.09 vs. JMVPX (9.78).
| 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 | 8.728 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 23.6B | 53% |
| Annual Yield % from dividends | 0.64 | 0.41 | 155% |
| Returns for 1 year | -3.88 | 0.34 | -1,140% |
| Returns for 3 years | -7.32 | 10.96 | -67% |
| Returns for 5 years | 9.78 | 48.09 | 20% |
| Returns for 10 years | N/A | 41.60 | - |
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