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JMVQX vs JVMSX
JMVQX vs JVMSX Comparison
Open Charts JMVQX vs JVMSX
JPMorgan Mid Cap Value R4
Price$32.04
Change-$4.69 (-12.77%)
VolumeN/A
Net Assets11.36B
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
JMVQX vs JVMSX Comparison Chart in %
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JMVQX vs. JVMSX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. JMVQX (11.4B). JMVQX pays higher dividends than JVMSX: JMVQX (0.86) vs JVMSX (0.37). JMVQX was incepted earlier than JVMSX: JMVQX (9 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JMVQX (0.95). 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 : 4.49 vs. JMVQX (-11.21). JVMSX return over 5 years is better than : 20.95 vs. JMVQX (-12.30).
| JMVQX | JVMSX | JMVQX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.95 | 1.25 | 76% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 4.263 | 5.163 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 24.7B | 46% |
| Annual Yield % from dividends | 0.86 | 0.37 | 233% |
| Returns for 1 year | -11.21 | 4.49 | -249% |
| Returns for 3 years | -8.18 | 10.32 | -79% |
| Returns for 5 years | -12.30 | 20.95 | -59% |
| Returns for 10 years | N/A | 73.49 | - |
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