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JMVSX vs JVMCX
JMVSX vs JVMCX Comparison
Open Charts JMVSX vs JVMCX
JPMorgan Mid Cap Value I
Price$36.83
Change-$0.25 (-0.67%)
VolumeN/A
Net Assets12.36B
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.59B
JMVSX vs JVMCX Comparison Chart in %
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JMVSX vs. JVMCX commentary
Aug 18, 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 JMVSX is a Hold and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. JMVSX (12.4B). JMVSX pays higher dividends than JVMCX: JMVSX (0.82) vs JVMCX (0.00). JMVSX was incepted earlier than JVMCX: JMVSX (24 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than JMVSX (0.94). JVMCX is a more actively managed with annual turnover of: 49.00 vs. JMVSX (28.00). JVMCX has a lower initial minimum investment than JMVSX: JVMCX (1000) vs JMVSX (1000000). JVMCX annual gain was more profitable for investors over the last year : -0.87 vs. JMVSX (-3.26). JVMCX return over 5 years is better than : 43.38 vs. JMVSX (12.53).
| JMVSX | JVMCX | JMVSX / JVMCX | |
| Total Expense Ratio | 0.84 | 1.87 | 45% |
| Annual Report Gross Expense Ratio | 0.94 | 1.88 | 50% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 2.391 | 8.340 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 23.6B | 53% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | -3.26 | -0.87 | 376% |
| Returns for 3 years | -5.98 | 8.57 | -70% |
| Returns for 5 years | 12.53 | 43.38 | 29% |
| Returns for 10 years | 3.75 | 32.89 | 11% |
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