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JMVRX vs JVMSX
JMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSX
JPMorgan Mid Cap Value R5
Price$37.75
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets12.8B
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
JMVRX vs JVMSX Comparison Chart in %
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JMVRX vs. JVMSX commentary
Jul 06, 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: 22.6B vs. JMVRX (12.8B). JMVRX pays higher dividends than JVMSX: JMVRX (0.95) vs JVMSX (0.42). 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. JVMSX (3.00) and JMVRX (2.98) have marching annual gain over last year. JVMSX return over 5 years is better than : 60.52 vs. JMVRX (23.69).
| 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 | 2.973 | 8.206 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 22.6B | 57% |
| Annual Yield % from dividends | 0.95 | 0.42 | 227% |
| Returns for 1 year | 2.98 | 3.00 | 99% |
| Returns for 3 years | 6.00 | 22.77 | 26% |
| Returns for 5 years | 23.69 | 60.52 | 39% |
| Returns for 10 years | N/A | 44.56 | - |
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