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JMVRX vs JVMRX
JMVRX vs JVMRX Comparison
Open Charts JMVRX vs JVMRX
JPMorgan Mid Cap Value R5
Price$33.18
Change-$4.64 (-12.27%)
VolumeN/A
Net Assets11.36B
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
JMVRX vs JVMRX Comparison Chart in %
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JMVRX vs. JVMRX commentary
Feb 04, 2026
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 Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. JMVRX (11.4B). JMVRX pays higher dividends than JVMRX: JMVRX (0.94) vs JVMRX (0.82). JMVRX was incepted earlier than JVMRX: JMVRX (9 years) vs JVMRX (14 years). JMVRX (0.80) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. JMVRX (39.00). 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 : 5.07 vs. JMVRX (-10.51). JVMRX return over 5 years is better than : 23.56 vs. JMVRX (-10.36).
| JMVRX | JVMRX | JMVRX / JVMRX | |
| Total Expense Ratio | 0.70 | 0.74 | 95% |
| Annual Report Gross Expense Ratio | 0.80 | 0.75 | 107% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 4.307 | 5.208 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 24.7B | 46% |
| Annual Yield % from dividends | 0.94 | 0.82 | 115% |
| Returns for 1 year | -10.51 | 5.07 | -208% |
| Returns for 3 years | -6.83 | 12.07 | -57% |
| Returns for 5 years | -10.36 | 23.56 | -44% |
| Returns for 10 years | N/A | 80.03 | - |
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