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JMVSX vs JVMTX
JMVSX vs JVMTX Comparison
Open Charts JMVSX vs JVMTX
JPMorgan Mid Cap Value I
Price$31.83
Change-$6.03 (-15.93%)
VolumeN/A
Net Assets9.94B
JHancock Disciplined Value Mid Cap R4
Price$30.77
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets24.55B
JMVSX vs JVMTX Comparison Chart in %
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JMVSX vs. JVMTX commentary
Dec 13, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. JMVSX (9.94B). JMVSX pays higher dividends than JVMTX: JMVSX (0.80) vs JVMTX (0.61). JMVSX was incepted earlier than JVMTX: JMVSX (24 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than JMVSX (0.94). JVMTX is a more actively managed with annual turnover of: 49.00 vs. JMVSX (39.00). JVMTX has a lower initial minimum investment than JMVSX: JVMTX (0) vs JMVSX (1000000). JVMTX annual gain was more profitable for investors over the last year : -1.92 vs. JMVSX (-23.19). JVMTX return over 5 years is better than : 35.45 vs. JMVSX (-8.93).
| JMVSX | JVMTX | JMVSX / JVMTX | |
| Total Expense Ratio | 0.84 | 0.99 | 85% |
| Annual Report Gross Expense Ratio | 0.94 | 1.10 | 85% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -11.510 | 14.344 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.94B | 24.5B | 41% |
| Annual Yield % from dividends | 0.80 | 0.61 | 130% |
| Returns for 1 year | -23.19 | -1.92 | 1,205% |
| Returns for 3 years | -15.76 | 19.34 | -81% |
| Returns for 5 years | -8.93 | 35.45 | -25% |
| Returns for 10 years | 2.45 | 59.34 | 4% |
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