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JMVRX vs JVMSX
JMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSX
JPMorgan Mid Cap Value R5
Price$33.05
Change+$0.23 (+0.70%)
VolumeN/A
Net Assets11.55B
JHancock Disciplined Value Mid Cap R2
Price$28.62
Change+$0.15 (+0.53%)
VolumeN/A
Net Assets24.68B
JMVRX vs JVMSX Comparison Chart in %
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JMVRX vs. JVMSX commentary
Jan 15, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. JMVRX (11.6B). JMVRX pays higher dividends than JVMSX: JMVRX (0.97) vs JVMSX (0.38). JMVRX was incepted earlier than JVMSX: JMVRX (9 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JMVRX (0.80). JVMSX is a more actively managed with annual turnover of: 49.00 vs. JMVRX (39.00). JMVRX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 5.70 vs. JMVRX (-9.34). JVMSX return over 5 years is better than : 19.98 vs. JMVRX (-10.37).
| JMVRX | JVMSX | JMVRX / JVMSX | |
| Total Expense Ratio | 0.70 | 1.24 | 56% |
| Annual Report Gross Expense Ratio | 0.80 | 1.25 | 64% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 3.898 | 4.797 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 24.7B | 47% |
| Annual Yield % from dividends | 0.97 | 0.38 | 253% |
| Returns for 1 year | -9.34 | 5.70 | -164% |
| Returns for 3 years | -4.74 | 13.28 | -36% |
| Returns for 5 years | -10.37 | 19.98 | -52% |
| Returns for 10 years | N/A | 69.79 | - |
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