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JMVRX vs JVMSX
JMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSX
JPMorgan Mid Cap Value R5
Price$38.18
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets12.69B
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
JMVRX vs JVMSX Comparison Chart in %
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JMVRX vs. JVMSX commentary
Jul 28, 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: 23.1B vs. JMVRX (12.7B). 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: 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 : 0.75 vs. JMVRX (0.36). JVMSX return over 5 years is better than : 55.91 vs. JMVRX (20.89).
| 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 | 4.146 | 9.064 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 23.1B | 55% |
| Annual Yield % from dividends | 0.95 | 0.42 | 227% |
| Returns for 1 year | 0.36 | 0.75 | 48% |
| Returns for 3 years | 4.68 | 20.42 | 23% |
| Returns for 5 years | 20.89 | 55.91 | 37% |
| Returns for 10 years | N/A | 46.42 | - |
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