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JMVRX vs JVMSX
JMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSX
JPMorgan Mid Cap Value R5
Price$37.58
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets12.36B
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
JMVRX vs JVMSX Comparison Chart in %
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JMVRX vs. JVMSX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. JMVRX (12.4B). JMVRX pays higher dividends than JVMSX: JMVRX (0.94) vs JVMSX (0.41). JMVRX was incepted earlier than JVMSX: JMVRX (9 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JMVRX (0.79). JVMSX is a more actively managed with annual turnover of: 49.00 vs. JMVRX (28.00). JMVRX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. JMVRX (-2.91). JVMSX return over 5 years is better than : 48.09 vs. JMVRX (14.05).
| JMVRX | JVMSX | JMVRX / JVMSX | |
| Total Expense Ratio | 0.70 | 1.25 | 56% |
| Annual Report Gross Expense Ratio | 0.79 | 1.26 | 63% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 2.510 | 8.728 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 23.6B | 53% |
| Annual Yield % from dividends | 0.94 | 0.41 | 228% |
| Returns for 1 year | -2.91 | 0.34 | -854% |
| Returns for 3 years | -5.27 | 10.96 | -48% |
| Returns for 5 years | 14.05 | 48.09 | 29% |
| Returns for 10 years | N/A | 41.60 | - |
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