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JMVQX vs JVMSX
JMVQX vs JVMSX Comparison
Open Charts JMVQX vs JVMSX
JPMorgan Mid Cap Value R4
Price$37.04
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets12.42B
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
JMVQX vs JVMSX Comparison Chart in %
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JMVQX vs. JVMSX commentary
Sep 09, 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 StrongBuy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. JMVQX (12.4B). 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 (0.94). 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 : 2.46 vs. JMVQX (-3.13). JVMSX return over 5 years is better than : 52.77 vs. JMVQX (14.28).
| 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 | 4.181 | 11.712 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 24.4B | 51% |
| Annual Yield % from dividends | 0.80 | 0.40 | 200% |
| Returns for 1 year | -3.13 | 2.46 | -127% |
| Returns for 3 years | 3.54 | 23.90 | 15% |
| Returns for 5 years | 14.28 | 52.77 | 27% |
| Returns for 10 years | N/A | 54.59 | - |
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