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JMVRX vs JVMRX
JMVRX vs JVMRX Comparison
Open Charts JMVRX vs JVMRX
JPMorgan Mid Cap Value R5
Price$37.75
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets12.8B
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
JMVRX vs JVMRX Comparison Chart in %
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JMVRX vs. JVMRX commentary
Jul 06, 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. JMVRX (12.8B). JMVRX pays higher dividends than JVMRX: JMVRX (0.95) vs JVMRX (0.88). JMVRX was incepted earlier than JVMRX: JMVRX (9 years) vs JVMRX (14 years). JMVRX (0.79) and JVMRX (0.76) have similar cost to investors . JVMRX is a more actively managed with annual turnover of: 47.00 vs. JMVRX (28.00). JMVRX has a lower initial minimum investment than JVMRX: JMVRX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 3.59 vs. JMVRX (2.98). JVMRX return over 5 years is better than : 63.32 vs. JMVRX (23.69).
| JMVRX | JVMRX | JMVRX / JVMRX | |
| Total Expense Ratio | 0.70 | 0.75 | 93% |
| Annual Report Gross Expense Ratio | 0.79 | 0.76 | 104% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.973 | 8.500 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 22.6B | 57% |
| Annual Yield % from dividends | 0.95 | 0.88 | 108% |
| Returns for 1 year | 2.98 | 3.59 | 83% |
| Returns for 3 years | 6.00 | 24.14 | 25% |
| Returns for 5 years | 23.69 | 63.32 | 37% |
| Returns for 10 years | N/A | 49.30 | - |
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