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JMVYX vs JVMAX
JMVYX vs JVMAX Comparison
Open Charts JMVYX vs JVMAX
JPMorgan Mid Cap Value R6
Price$38.26
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets12.69B
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.06B
JMVYX vs JVMAX Comparison Chart in %
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JMVYX vs. JVMAX commentary
Jul 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 JMVYX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. JMVYX (12.7B). JMVYX pays higher dividends than JVMAX: JMVYX (1.04) vs JVMAX (0.58). JMVYX was incepted earlier than JVMAX: JMVYX (9 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than JMVYX (0.69). JVMAX is a more actively managed with annual turnover of: 49.00 vs. JMVYX (28.00). JVMAX has a lower initial minimum investment than JMVYX: JVMAX (1000) vs JMVYX (15000000). JMVYX annual gain was more profitable for investors over the last year : 0.49 vs. JVMAX (0.36). JVMAX return over 5 years is better than : 54.69 vs. JMVYX (21.46).
| JMVYX | JVMAX | JMVYX / JVMAX | |
| Total Expense Ratio | 0.60 | 1.12 | 54% |
| Annual Report Gross Expense Ratio | 0.69 | 1.13 | 61% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 4.194 | 9.166 | 46% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 23.1B | 55% |
| Annual Yield % from dividends | 1.04 | 0.58 | 180% |
| Returns for 1 year | 0.49 | 0.36 | 136% |
| Returns for 3 years | 4.94 | 19.68 | 25% |
| Returns for 5 years | 21.46 | 54.69 | 39% |
| Returns for 10 years | N/A | 44.49 | - |
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