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JMVRX vs JVMSX
JMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSX
JPMorgan Mid Cap Value R5
Price$32.41
Change-$0.21 (-0.64%)
VolumeN/A
Net Assets11.66B
JHancock Disciplined Value Mid Cap R2
Price$30.37
Change-$0.21 (-0.69%)
VolumeN/A
Net Assets24.75B
JMVRX vs JVMSX Comparison Chart in %
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JMVRX vs. JVMSX commentary
Dec 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. JMVRX (11.7B). JMVRX pays higher dividends than JVMSX: JMVRX (0.91) vs JVMSX (0.40). 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 : -2.21 vs. JMVRX (-22.63). JVMSX return over 5 years is better than : 34.25 vs. JMVRX (-7.43).
| 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 | -11.020 | 14.062 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 24.7B | 47% |
| Annual Yield % from dividends | 0.91 | 0.40 | 230% |
| Returns for 1 year | -22.63 | -2.21 | 1,024% |
| Returns for 3 years | -14.80 | 18.68 | -79% |
| Returns for 5 years | -7.43 | 34.25 | -22% |
| Returns for 10 years | N/A | 56.73 | - |
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