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JMVQX vs JVMSX
JMVQX vs JVMSX Comparison
Open Charts JMVQX vs JVMSX
JPMorgan Mid Cap Value R4
Price$36.50
Change-$0.24 (-0.65%)
VolumeN/A
Net Assets12.36B
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
JMVQX vs JVMSX Comparison Chart in %
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JMVQX 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 JMVQX is a Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. JMVQX (12.4B). JMVQX pays higher dividends than JVMSX: JMVQX (0.82) vs JVMSX (0.41). JMVQX was incepted earlier than JVMSX: JMVQX (9 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JMVQX (0.94). JVMSX is a more actively managed with annual turnover of: 49.00 vs. JMVQX (28.00). JMVQX (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. JMVQX (-3.35). JVMSX return over 5 years is better than : 48.09 vs. JMVQX (12.11).
| JMVQX | JVMSX | JMVQX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.25 | 68% |
| Annual Report Gross Expense Ratio | 0.94 | 1.26 | 75% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 2.413 | 8.728 | 28% |
| 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 | 0.82 | 0.41 | 200% |
| Returns for 1 year | -3.35 | 0.34 | -984% |
| Returns for 3 years | -6.22 | 10.96 | -57% |
| Returns for 5 years | 12.11 | 48.09 | 25% |
| Returns for 10 years | N/A | 41.60 | - |
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