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JMVSX vs JVMIX
JMVSX vs JVMIX Comparison
Open Charts JMVSX vs JVMIX
JPMorgan Mid Cap Value I
Price$37.45
Change-$0.17 (-0.45%)
VolumeN/A
Net Assets11.95B
JHancock Disciplined Value Mid Cap I
Price$30.07
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets24.39B
JMVSX vs JVMIX Comparison Chart in %
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JMVSX vs. JVMIX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.4B vs. JMVSX (11.9B). JMVSX pays higher dividends than JVMIX: JMVSX (0.80) vs JVMIX (0.74). JMVSX was incepted earlier than JVMIX: JMVSX (24 years) vs JVMIX (29 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 : -5.91 vs. JMVSX (-11.40). JVMIX return over 5 years is better than : 33.54 vs. JMVSX (1.46).
| 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 | 29 years | - |
| Gain YTD | 4.587 | 12.022 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 24.4B | 49% |
| Annual Yield % from dividends | 0.80 | 0.74 | 109% |
| Returns for 1 year | -11.40 | -5.91 | 193% |
| Returns for 3 years | -2.65 | 14.46 | -18% |
| Returns for 5 years | 1.46 | 33.54 | 4% |
| Returns for 10 years | 10.51 | 50.20 | 21% |
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