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JMVSX vs JVMIX
JMVSX vs JVMIX Comparison
Open Charts JMVSX vs JVMIX
JPMorgan Mid Cap Value I
Price$37.27
Change+$0.48 (+1.30%)
VolumeN/A
Net Assets12.26B
JHancock Disciplined Value Mid Cap I
Price$30.11
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
JMVSX vs JVMIX Comparison Chart in %
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JMVSX vs. JVMIX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. JMVSX (12.3B). JMVSX pays higher dividends than JVMIX: JMVSX (0.80) vs JVMIX (0.74). 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 (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 : -0.89 vs. JMVSX (-6.51). JVMIX return over 5 years is better than : 61.98 vs. JMVSX (19.98).
| 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 | 3.614 | 11.725 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 24.2B | 51% |
| Annual Yield % from dividends | 0.80 | 0.74 | 108% |
| Returns for 1 year | -6.51 | -0.89 | 735% |
| Returns for 3 years | 11.66 | 34.98 | 33% |
| Returns for 5 years | 19.98 | 61.98 | 32% |
| Returns for 10 years | 17.25 | 65.12 | 26% |
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