Interact to see
Advertisement
Advertisement
JMVSX vs JVMIX
JMVSX vs JVMIX Comparison
Open Charts JMVSX vs JVMIX
JPMorgan Mid Cap Value I
Price$36.83
Change-$0.25 (-0.67%)
VolumeN/A
Net Assets12.36B
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
JMVSX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVSX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. JMVSX (12.4B). JMVSX pays higher dividends than JVMIX: JMVSX (0.82) vs JVMIX (0.76). 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 : 0.76 vs. JMVSX (-3.26). JVMIX return over 5 years is better than : 50.10 vs. JMVSX (12.53).
| 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 | 2.391 | 8.980 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 23.6B | 53% |
| Annual Yield % from dividends | 0.82 | 0.76 | 108% |
| Returns for 1 year | -3.26 | 0.76 | -431% |
| Returns for 3 years | -5.98 | 11.90 | -50% |
| Returns for 5 years | 12.53 | 50.10 | 25% |
| Returns for 10 years | 3.75 | 45.29 | 8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| REET | 24.89 | 0.10 | +0.40% |
| iShares Global REIT ETF | |||
| CPNS | 26.62 | 0.01 | +0.02% |
| Calamos Nasdaq-100 Str Alt Prt ETF-Sep | |||
| PZT | 21.44 | N/A | N/A |
| Invesco New York AMT-Free Muni Bd ETF | |||
| IWMW | 39.40 | -0.13 | -0.32% |
| iShares Russell 2000 BuyWrite ETF | |||
| JPSE | 47.72 | -0.27 | -0.56% |
| JPMorgan Divers Ret US Small Cap Eq ETF | |||