Interact to see
Advertisement
Advertisement
JMVRX vs JVMRX
JMVRX vs JVMRX Comparison
Open Charts JMVRX vs JVMRX
JPMorgan Mid Cap Value R5
Price$37.81
Change-$0.36 (-0.94%)
VolumeN/A
Net Assets11.87B
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
JMVRX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. JVMRX commentary
Nov 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. JMVRX (11.9B). JMVRX pays higher dividends than JVMRX: JMVRX (0.94) vs JVMRX (0.85). JMVRX was incepted earlier than JVMRX: JMVRX (9 years) vs JVMRX (14 years). JMVRX (0.79) 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 : -5.34 vs. JMVRX (-9.95). JVMRX return over 5 years is better than : 38.63 vs. JMVRX (5.29).
| JMVRX | JVMRX | JMVRX / JVMRX | |
| Total Expense Ratio | 0.70 | 0.74 | 95% |
| Annual Report Gross Expense Ratio | 0.79 | 0.75 | 105% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 4.119 | 11.359 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 24.2B | 49% |
| Annual Yield % from dividends | 0.94 | 0.85 | 110% |
| Returns for 1 year | -9.95 | -5.34 | 186% |
| Returns for 3 years | -0.10 | 15.57 | -1% |
| Returns for 5 years | 5.29 | 38.63 | 14% |
| Returns for 10 years | N/A | 55.27 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HEWJ | 54.31 | 0.59 | +1.10% |
| iShares Currency Hedged MSCI Japan ETF | |||
| XTJL | 38.26 | 0.02 | +0.05% |
| Innovator US Equity Acclrtd Pls ETF Jul | |||
| XBJL | 37.74 | N/A | +0.01% |
| Innovator US Eq Acclrtd 9 Bffr ETF Jul | |||
| BSCR | 19.74 | -0.01 | -0.03% |
| Invesco BulletShares 2027 Corp Bd ETF | |||
| TQQY | 17.74 | -0.04 | -0.22% |
| GraniteShares YieldBOOST QQQ ETF | |||