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JMVRX vs JVMAX
JMVRX vs JVMAX Comparison
Open Charts JMVRX vs JVMAX
JPMorgan Mid Cap Value R5
Price$38.18
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets12.69B
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.06B
JMVRX vs JVMAX Comparison Chart in %
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JMVRX vs. JVMAX commentary
Jul 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 JMVRX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. JMVRX (12.7B). JMVRX pays higher dividends than JVMAX: JMVRX (0.95) vs JVMAX (0.58). 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: 49.00 vs. JMVRX (28.00). JMVRX has a lower initial minimum investment than JVMAX: JMVRX (0) vs JVMAX (1000). JMVRX (0.36) and JVMAX (0.36) have marching annual gain over last year. JVMAX return over 5 years is better than : 54.69 vs. JMVRX (20.89).
| 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 | 4.146 | 9.166 | 45% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 23.1B | 55% |
| Annual Yield % from dividends | 0.95 | 0.58 | 165% |
| Returns for 1 year | 0.36 | 0.36 | 101% |
| Returns for 3 years | 4.68 | 19.68 | 24% |
| Returns for 5 years | 20.89 | 54.69 | 38% |
| Returns for 10 years | N/A | 44.49 | - |
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