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JMVQX vs JVMSX
JMVQX vs JVMSX Comparison
Open Charts JMVQX vs JVMSX
JPMorgan Mid Cap Value R4
Price$36.72
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets11.87B
JHancock Disciplined Value Mid Cap R2
Price$29.34
Change-$0.39 (-1.31%)
VolumeN/A
Net Assets24.25B
JMVQX vs JVMSX Comparison Chart in %
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JMVQX vs. JVMSX commentary
Nov 14, 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 JMVQX is a Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. JMVQX (11.9B). JMVQX pays higher dividends than JVMSX: JMVQX (0.82) vs JVMSX (0.41). JMVQX was incepted earlier than JVMSX: JMVQX (9 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JMVQX (0.94). JVMSX is a more actively managed with annual turnover of: 49.00 vs. JMVQX (39.00). JMVQX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -6.92 vs. JMVQX (-10.36). JVMSX return over 5 years is better than : 34.53 vs. JMVQX (3.51).
| JMVQX | JVMSX | JMVQX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.94 | 1.25 | 75% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 3.984 | 9.437 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 24.2B | 49% |
| Annual Yield % from dividends | 0.82 | 0.41 | 202% |
| Returns for 1 year | -10.36 | -6.92 | 150% |
| Returns for 3 years | -1.08 | 14.26 | -8% |
| Returns for 5 years | 3.51 | 34.53 | 10% |
| Returns for 10 years | N/A | 46.70 | - |
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