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JMVRX vs JVMTX
JMVRX vs JVMTX Comparison
Open Charts JMVRX vs JVMTX
JPMorgan Mid Cap Value R5
Price$33.18
Change-$4.64 (-12.27%)
VolumeN/A
Net Assets11.36B
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
JMVRX vs JVMTX Comparison Chart in %
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JMVRX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. JMVRX (11.4B). JMVRX pays higher dividends than JVMTX: JMVRX (0.94) vs JVMTX (0.60). JMVRX was incepted earlier than JVMTX: JMVRX (9 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than JMVRX (0.80). JVMTX is a more actively managed with annual turnover of: 49.00 vs. JMVRX (39.00). JMVRX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. JMVRX (-10.51). JVMTX return over 5 years is better than : 22.28 vs. JMVRX (-10.36).
| JMVRX | JVMTX | JMVRX / JVMTX | |
| Total Expense Ratio | 0.70 | 0.99 | 71% |
| Annual Report Gross Expense Ratio | 0.80 | 1.10 | 73% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 4.307 | 5.177 | 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 | 0.60 | 158% |
| Returns for 1 year | -10.51 | 4.79 | -219% |
| Returns for 3 years | -6.83 | 11.22 | -61% |
| Returns for 5 years | -10.36 | 22.28 | -47% |
| Returns for 10 years | N/A | 76.80 | - |
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