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JMVRX vs JVMSX
JMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSX
JPMorgan Mid Cap Value R5
Price$33.18
Change-$4.64 (-12.27%)
VolumeN/A
Net Assets11.36B
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
JMVRX vs JVMSX Comparison Chart in %
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JMVRX vs. JVMSX commentary
Feb 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. JMVRX (11.4B). JMVRX pays higher dividends than JVMSX: JMVRX (0.94) vs JVMSX (0.37). 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 : 4.49 vs. JMVRX (-10.51). JVMSX return over 5 years is better than : 20.95 vs. JMVRX (-10.36).
| 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 | 4.307 | 5.163 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 24.7B | 46% |
| Annual Yield % from dividends | 0.94 | 0.37 | 255% |
| Returns for 1 year | -10.51 | 4.49 | -234% |
| Returns for 3 years | -6.83 | 10.32 | -66% |
| Returns for 5 years | -10.36 | 20.95 | -49% |
| Returns for 10 years | N/A | 73.49 | - |
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