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JMVSX vs JVMTX
JMVSX vs JVMTX Comparison
Open Charts JMVSX vs JVMTX
JPMorgan Mid Cap Value I
Price$37.01
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets12.8B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
JMVSX vs JVMTX Comparison Chart in %
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JMVSX vs. JVMTX commentary
Jul 06, 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. JMVSX (12.8B). JMVSX pays higher dividends than JVMTX: JMVSX (0.83) vs JVMTX (0.65). JMVSX was incepted earlier than JVMTX: JMVSX (24 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than JMVSX (0.94). JVMTX is a more actively managed with annual turnover of: 47.00 vs. JMVSX (28.00). 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 : 3.31 vs. JMVSX (2.63). JVMTX return over 5 years is better than : 61.96 vs. JMVSX (22.10).
| JMVSX | JVMTX | JMVSX / JVMTX | |
| Total Expense Ratio | 0.84 | 1.00 | 84% |
| Annual Report Gross Expense Ratio | 0.94 | 1.11 | 85% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 2.891 | 8.361 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 22.6B | 57% |
| Annual Yield % from dividends | 0.83 | 0.65 | 128% |
| Returns for 1 year | 2.63 | 3.31 | 79% |
| Returns for 3 years | 5.23 | 23.47 | 22% |
| Returns for 5 years | 22.10 | 61.96 | 36% |
| Returns for 10 years | 5.62 | 46.97 | 12% |
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