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JMVSX vs JVMRX
JMVSX vs JVMRX Comparison
Open Charts JMVSX vs JVMRX
JPMorgan Mid Cap Value I
Price$37.27
Change+$0.48 (+1.30%)
VolumeN/A
Net Assets12.26B
JHancock Disciplined Value Mid Cap R6
Price$30.12
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
JMVSX vs JVMRX Comparison Chart in %
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JMVSX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. JMVSX (12.3B). JVMRX (0.84) and JMVSX (0.80) have matching dividends . JMVSX was incepted earlier than JVMRX: JMVSX (24 years) vs JVMRX (14 years). JMVSX (0.94) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. JMVSX (28.00). JMVSX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : -0.78 vs. JMVSX (-6.51). JVMRX return over 5 years is better than : 62.54 vs. JMVSX (19.98).
| JMVSX | JVMRX | JMVSX / JVMRX | |
| Total Expense Ratio | 0.84 | 0.74 | 114% |
| Annual Report Gross Expense Ratio | 0.94 | 0.75 | 125% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 3.614 | 11.804 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 24.2B | 51% |
| Annual Yield % from dividends | 0.80 | 0.84 | 96% |
| Returns for 1 year | -6.51 | -0.78 | 837% |
| Returns for 3 years | 11.66 | 35.31 | 33% |
| Returns for 5 years | 19.98 | 62.54 | 32% |
| Returns for 10 years | 17.25 | 66.11 | 26% |
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