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JMVRX vs JVMCX
JMVRX vs JVMCX Comparison
Open Charts JMVRX vs JVMCX
JPMorgan Mid Cap Value R5
Price$38.26
Change+$0.33 (+0.87%)
VolumeN/A
Net Assets12.42B
JHancock Disciplined Value Mid Cap C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets24.32B
JMVRX vs JVMCX Comparison Chart in %
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JMVRX vs. JVMCX commentary
Sep 08, 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 StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. JMVRX (12.4B). JMVRX pays higher dividends than JVMCX: JMVRX (0.92) vs JVMCX (0.00). JMVRX was incepted earlier than JVMCX: JMVRX (9 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than JMVRX (0.79). JVMCX is a more actively managed with annual turnover of: 49.00 vs. JMVRX (28.00). JMVRX has a lower initial minimum investment than JVMCX: JMVRX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : 1.22 vs. JMVRX (-2.70). JVMCX return over 5 years is better than : 48.03 vs. JMVRX (16.26).
| JMVRX | JVMCX | JMVRX / JVMCX | |
| Total Expense Ratio | 0.70 | 1.85 | 38% |
| Annual Report Gross Expense Ratio | 0.79 | 1.86 | 42% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 4.283 | 11.265 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 24.3B | 51% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | -2.70 | 1.22 | -221% |
| Returns for 3 years | 4.57 | 21.25 | 22% |
| Returns for 5 years | 16.26 | 48.03 | 34% |
| Returns for 10 years | N/A | 45.05 | - |
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