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JMVSX vs JVMSX
JMVSX vs JVMSX Comparison
Open Charts JMVSX vs JVMSX
JPMorgan Mid Cap Value I
Price$31.45
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets11.57B
JHancock Disciplined Value Mid Cap R2
Price$27.71
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
JMVSX vs JVMSX Comparison Chart in %
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JMVSX vs. JVMSX commentary
Dec 27, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. JMVSX (11.6B). JMVSX pays higher dividends than JVMSX: JMVSX (0.80) vs JVMSX (0.40). JMVSX was incepted earlier than JVMSX: JMVSX (24 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JMVSX (0.95). JVMSX is a more actively managed with annual turnover of: 49.00 vs. JMVSX (39.00). JVMSX has a lower initial minimum investment than JMVSX: JVMSX (0) vs JMVSX (1000000). JVMSX annual gain was more profitable for investors over the last year : 2.33 vs. JMVSX (-13.62). JVMSX return over 5 years is better than : 22.07 vs. JMVSX (-10.35).
| JMVSX | JVMSX | JMVSX / JVMSX | |
| Total Expense Ratio | 0.84 | 1.24 | 68% |
| Annual Report Gross Expense Ratio | 0.95 | 1.25 | 76% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -12.566 | 3.357 | -374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 23.9B | 49% |
| Annual Yield % from dividends | 0.80 | 0.40 | 201% |
| Returns for 1 year | -13.62 | 2.33 | -586% |
| Returns for 3 years | -4.67 | 15.34 | -30% |
| Returns for 5 years | -10.35 | 22.07 | -47% |
| Returns for 10 years | -0.50 | 47.11 | -1% |
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