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JMVSX vs JVMAX
JMVSX vs JVMAX Comparison
Open Charts JMVSX vs JVMAX
JPMorgan Mid Cap Value I
Price$32.41
Change-$4.65 (-12.55%)
VolumeN/A
Net Assets11.37B
JHancock Disciplined Value Mid Cap A
Price$27.10
Change-$0.86 (-3.08%)
VolumeN/A
Net Assets24.73B
JMVSX vs JVMAX Comparison Chart in %
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JMVSX vs. JVMAX 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 JMVSX is a Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.7B vs. JMVSX (11.4B). JMVSX pays higher dividends than JVMAX: JMVSX (0.83) vs JVMAX (0.52). JMVSX was incepted earlier than JVMAX: JMVSX (24 years) vs JVMAX (29 years). JVMAX (1.11) is less costly to investors than JMVSX (0.95). JVMAX is a more actively managed with annual turnover of: 49.00 vs. JMVSX (39.00). JVMAX has a lower initial minimum investment than JMVSX: JVMAX (1000) vs JMVSX (1000000). JVMAX annual gain was more profitable for investors over the last year : 4.15 vs. JMVSX (-11.02). JVMAX return over 5 years is better than : 19.61 vs. JMVSX (-11.80).
| JMVSX | JVMAX | JMVSX / JVMAX | |
| Total Expense Ratio | 0.84 | 1.10 | 76% |
| Annual Report Gross Expense Ratio | 0.95 | 1.11 | 86% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 4.279 | 5.161 | 83% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 24.7B | 46% |
| Annual Yield % from dividends | 0.83 | 0.52 | 158% |
| Returns for 1 year | -11.02 | 4.15 | -265% |
| Returns for 3 years | -7.88 | 9.50 | -83% |
| Returns for 5 years | -11.80 | 19.61 | -60% |
| Returns for 10 years | 12.08 | 70.92 | 17% |
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