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JMVRX vs JVMSX
JMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSX
JPMorgan Mid Cap Value R5
Price$35.91
Change-$0.49 (-1.35%)
VolumeN/A
Net Assets12.24B
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
JMVRX vs JVMSX Comparison Chart
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JMVRX vs. JVMSX commentary
Jun 16, 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 Buy and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. JMVRX (12.2B). JMVRX pays higher dividends than JVMSX: JMVRX (0.97) vs JVMSX (0.43). 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: 47.00 vs. JMVRX (28.00). JMVRX (0) and JVMSX (0) have matching initial minimum investment requirements. JMVRX annual gain was more profitable for investors over the last year : -2.96 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. JMVRX (17.18).
| 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 | -2.046 | 2.313 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 21.5B | 57% |
| Annual Yield % from dividends | 0.97 | 0.43 | 224% |
| Returns for 1 year | -2.96 | -3.29 | 90% |
| Returns for 3 years | 1.53 | 15.80 | 10% |
| Returns for 5 years | 17.18 | 50.13 | 34% |
| Returns for 10 years | N/A | 33.43 | - |
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