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JMVSX vs JVMIX
JMVSX vs JVMIX Comparison
Open Charts JMVSX vs JVMIX
JPMorgan Mid Cap Value I
Price$32.41
Change-$4.65 (-12.55%)
VolumeN/A
Net Assets11.37B
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
JMVSX vs JVMIX Comparison Chart in %
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JMVSX vs. JVMIX commentary
Feb 04, 2026
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: 24.7B vs. JMVSX (11.4B). JMVSX pays higher dividends than JVMIX: JMVSX (0.83) vs JVMIX (0.72). JMVSX was incepted earlier than JVMIX: JMVSX (24 years) vs JVMIX (29 years). JMVSX (0.95) 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 : 4.96 vs. JMVSX (-11.02). JVMIX return over 5 years is better than : 23.04 vs. JMVSX (-11.80).
| JMVSX | JVMIX | JMVSX / JVMIX | |
| Total Expense Ratio | 0.84 | 0.85 | 99% |
| Annual Report Gross Expense Ratio | 0.95 | 0.86 | 110% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 4.279 | 5.206 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 24.7B | 46% |
| Annual Yield % from dividends | 0.83 | 0.72 | 115% |
| Returns for 1 year | -11.02 | 4.96 | -222% |
| Returns for 3 years | -7.88 | 11.72 | -67% |
| Returns for 5 years | -11.80 | 23.04 | -51% |
| Returns for 10 years | 12.08 | 78.79 | 15% |
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