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JMVSX vs JVMIX
JMVSX vs JVMIX Comparison
Open Charts JMVSX vs JVMIX
JPMorgan Mid Cap Value I
Price$37.43
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets12.69B
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
JMVSX vs JVMIX Comparison Chart in %
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JMVSX vs. JVMIX commentary
Jul 27, 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 Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. JMVSX (12.7B). JMVSX pays higher dividends than JVMIX: JMVSX (0.83) vs JVMIX (0.78). JMVSX was incepted earlier than JVMIX: JMVSX (24 years) vs JVMIX (28 years). JMVSX (0.94) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. JMVSX (28.00). JVMIX has a lower initial minimum investment than JMVSX: JVMIX (250000) vs JMVSX (1000000). JVMIX annual gain was more profitable for investors over the last year : 1.20 vs. JMVSX (0.03). JVMIX return over 5 years is better than : 58.07 vs. JMVSX (19.31).
| JMVSX | JVMIX | JMVSX / JVMIX | |
| Total Expense Ratio | 0.84 | 0.87 | 97% |
| Annual Report Gross Expense Ratio | 0.94 | 0.88 | 107% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 4.059 | 9.314 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 23.1B | 55% |
| Annual Yield % from dividends | 0.83 | 0.78 | 107% |
| Returns for 1 year | 0.03 | 1.20 | 3% |
| Returns for 3 years | 3.94 | 21.47 | 18% |
| Returns for 5 years | 19.31 | 58.07 | 33% |
| Returns for 10 years | 7.36 | 50.28 | 15% |
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