Interact to see
Advertisement
Advertisement
JMVRX vs JVMSX
JMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSX
JPMorgan Mid Cap Value R5
Price$37.81
Change-$0.36 (-0.94%)
VolumeN/A
Net Assets11.87B
JHancock Disciplined Value Mid Cap R2
Price$29.34
Change-$0.39 (-1.31%)
VolumeN/A
Net Assets24.25B
JMVRX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. JMVRX (11.9B). JMVRX pays higher dividends than JVMSX: JMVRX (0.94) vs JVMSX (0.41). 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 : -5.86 vs. JMVRX (-9.95). JVMSX return over 5 years is better than : 36.31 vs. JMVRX (5.29).
| 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 | 4.119 | 10.891 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 24.2B | 49% |
| Annual Yield % from dividends | 0.94 | 0.41 | 231% |
| Returns for 1 year | -9.95 | -5.86 | 170% |
| Returns for 3 years | -0.10 | 14.37 | -1% |
| Returns for 5 years | 5.29 | 36.31 | 15% |
| Returns for 10 years | N/A | 50.42 | - |
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 % |
| CGIE | 34.99 | 0.33 | +0.95% |
| Capital Group International Equity ETF | |||
| QQDN | 25.00 | 0.20 | +0.82% |
| ProShares UltraShort Top QQQ | |||
| EOT | 16.93 | 0.04 | +0.24% |
| EATON VANCE NATIONAL Municipal OPPORTUNITIES TRUST | |||
| MGRO | 32.21 | N/A | N/A |
| VanEck Morningstar Wide Moat Growth ETF | |||
| FCEF | 22.81 | -0.06 | -0.26% |
| First Trust Income Opportunity ETF | |||