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JMVRX vs JVMRX
JMVRX vs JVMRX Comparison
Open Charts JMVRX vs JVMRX
JPMorgan Mid Cap Value R5
Price$32.41
Change-$0.21 (-0.64%)
VolumeN/A
Net Assets11.66B
JHancock Disciplined Value Mid Cap R6
Price$30.66
Change-$0.21 (-0.68%)
VolumeN/A
Net Assets24.58B
JMVRX vs JVMRX Comparison Chart in %
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JMVRX vs. JVMRX commentary
Dec 14, 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 Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.6B vs. JMVRX (11.7B). JMVRX pays higher dividends than JVMRX: JMVRX (0.91) vs JVMRX (0.83). 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 : -1.68 vs. JMVRX (-22.63). JVMRX return over 5 years is better than : 36.50 vs. JMVRX (-7.43).
| 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 | -11.020 | 14.588 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 24.6B | 48% |
| Annual Yield % from dividends | 0.91 | 0.83 | 110% |
| Returns for 1 year | -22.63 | -1.68 | 1,349% |
| Returns for 3 years | -14.80 | 19.97 | -74% |
| Returns for 5 years | -7.43 | 36.50 | -20% |
| Returns for 10 years | N/A | 61.76 | - |
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