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JMVSX vs JVMIX
JMVSX vs JVMIX Comparison
Open Charts JMVSX vs JVMIX
JPMorgan Mid Cap Value I
Price$37.40
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets11.97B
JHancock Disciplined Value Mid Cap I
Price$29.98
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
JMVSX vs JVMIX Comparison Chart in %
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JMVSX vs. JVMIX commentary
Nov 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 JMVSX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. JMVSX (12B). JMVSX pays higher dividends than JVMIX: JMVSX (0.82) vs JVMIX (0.75). JMVSX was incepted earlier than JVMIX: JMVSX (24 years) vs JVMIX (28 years). JMVSX (0.94) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. JMVSX (39.00). 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 : -5.45 vs. JMVSX (-10.27). JVMIX return over 5 years is better than : 38.17 vs. JMVSX (3.91).
| JMVSX | JVMIX | JMVSX / JVMIX | |
| Total Expense Ratio | 0.84 | 0.85 | 99% |
| Annual Report Gross Expense Ratio | 0.94 | 0.86 | 109% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 3.976 | 11.243 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 24.2B | 50% |
| Annual Yield % from dividends | 0.82 | 0.75 | 109% |
| Returns for 1 year | -10.27 | -5.45 | 188% |
| Returns for 3 years | -0.81 | 15.30 | -5% |
| Returns for 5 years | 3.91 | 38.17 | 10% |
| Returns for 10 years | 13.40 | 54.29 | 25% |
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