JMVYX
Price
$38.26
Change
+$0.15 (+0.39%)
Updated
Jul 25 closing price
Net Assets
12.69B
JVMAX
Price
$27.75
Change
+$0.18 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
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JMVYX vs JVMAX

Header iconJMVYX vs JVMAX Comparison
Open Charts JMVYX vs JVMAXBanner chart's image
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.

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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).
JMVYXJVMAXJMVYX / JVMAX
Total Expense Ratio0.601.1254%
Annual Report Gross Expense Ratio0.691.1361%
Fund Existence9 years28 years-
Gain YTD4.1949.16646%
Front LoadN/A5%-
Min. Initial Investment1500000010001,500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B23.1B55%
Annual Yield % from dividends1.040.58180%
Returns for 1 year0.490.36136%
Returns for 3 years4.9419.6825%
Returns for 5 years21.4654.6939%
Returns for 10 yearsN/A44.49-
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