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JMVQX vs JVMSX
JMVQX vs JVMSX Comparison
Open Charts JMVQX vs JVMSX
JPMorgan Mid Cap Value R4
Price$31.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.56B
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
JMVQX vs JVMSX Comparison Chart in %
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JMVQX vs. JVMSX commentary
Dec 28, 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: 23.9B vs. JMVQX (11.6B). JMVQX pays higher dividends than JVMSX: JMVQX (0.80) vs JVMSX (0.40). 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 : 2.29 vs. JMVQX (-13.95). JVMSX return over 5 years is better than : 22.25 vs. JMVQX (-10.86).
| 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 | -12.738 | 3.506 | -363% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 23.9B | 49% |
| Annual Yield % from dividends | 0.80 | 0.40 | 201% |
| Returns for 1 year | -13.95 | 2.29 | -610% |
| Returns for 3 years | -5.33 | 15.22 | -35% |
| Returns for 5 years | -10.86 | 22.25 | -49% |
| Returns for 10 years | N/A | 46.26 | - |
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