Interact to see
Advertisement
Advertisement
JMVRX vs JVMSX
JMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSX
JPMorgan Mid Cap Value R5
Price$37.71
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets11.95B
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.74B
JMVRX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. JVMSX commentary
Oct 19, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.7B vs. JMVRX (11.9B). JMVRX pays higher dividends than JVMSX: JMVRX (0.92) vs JVMSX (0.40). JMVRX was incepted earlier than JVMSX: JMVRX (9 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JMVRX (0.79). 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 : -5.30 vs. JMVRX (-9.40). JVMSX return over 5 years is better than : 45.42 vs. JMVRX (12.10).
| JMVRX | JVMSX | JMVRX / JVMSX | |
| Total Expense Ratio | 0.70 | 1.24 | 56% |
| Annual Report Gross Expense Ratio | 0.79 | 1.25 | 63% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.864 | 9.399 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 23.7B | 50% |
| Annual Yield % from dividends | 0.92 | 0.40 | 231% |
| Returns for 1 year | -9.40 | -5.30 | 177% |
| Returns for 3 years | 6.53 | 24.28 | 27% |
| Returns for 5 years | 12.10 | 45.42 | 27% |
| Returns for 10 years | N/A | 47.59 | - |
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 % |
| CHGX | 27.53 | 0.13 | +0.46% |
| EA SERIES TRUST STANCE SUSTAINABLE BETA ETF | |||
| XMHQ | 103.77 | -0.17 | -0.16% |
| Invesco S&P MidCap Quality ETF | |||
| CHPY | 57.54 | -0.15 | -0.26% |
| YieldMax Semiconductor Port Opt Inc ETF | |||
| IQI | 9.88 | -0.10 | -1.00% |
| INVESCO QUALITY Municipal SECURITIES | |||
| ERY | 21.89 | -0.32 | -1.42% |
| Direxion Daily Energy Bear 2X ETF | |||