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JMVRX vs JVMAX
JMVRX vs JVMAX Comparison
Open Charts JMVRX vs JVMAX
JPMorgan Mid Cap Value R5
Price$35.91
Change-$0.49 (-1.35%)
VolumeN/A
Net Assets12.24B
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
JMVRX vs JVMAX Comparison Chart
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JMVRX vs. JVMAX commentary
Jun 16, 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 JMVRX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. JMVRX (12.2B). JMVRX pays higher dividends than JVMAX: JMVRX (0.97) vs JVMAX (0.60). JMVRX was incepted earlier than JVMAX: JMVRX (9 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than JMVRX (0.79). JVMAX is a more actively managed with annual turnover of: 47.00 vs. JMVRX (28.00). JMVRX has a lower initial minimum investment than JVMAX: JMVRX (0) vs JVMAX (1000). JMVRX annual gain was more profitable for investors over the last year : -2.96 vs. JVMAX (-3.68). JVMAX return over 5 years is better than : 48.97 vs. JMVRX (17.18).
| JMVRX | JVMAX | JMVRX / JVMAX | |
| Total Expense Ratio | 0.70 | 1.12 | 62% |
| Annual Report Gross Expense Ratio | 0.79 | 1.13 | 70% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -2.046 | 2.360 | -87% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 21.5B | 57% |
| Annual Yield % from dividends | 0.97 | 0.60 | 163% |
| Returns for 1 year | -2.96 | -3.68 | 80% |
| Returns for 3 years | 1.53 | 15.06 | 10% |
| Returns for 5 years | 17.18 | 48.97 | 35% |
| Returns for 10 years | N/A | 31.57 | - |
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