JMVYX
Price
$37.83
Change
+$0.16 (+0.42%)
Updated
Jul 3 closing price
Net Assets
12.8B
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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JMVYX vs JVMRX

Header iconJMVYX vs JVMRX Comparison
Open Charts JMVYX vs JVMRXBanner chart's image
JPMorgan Mid Cap Value R6
Price$37.83
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets12.8B
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
JMVYX vs JVMRX Comparison Chart in %
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JMVYX vs. JVMRX commentary
Jul 07, 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 JVMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. JMVYX (12.8B). JMVYX pays higher dividends than JVMRX: JMVYX (1.04) vs JVMRX (0.88). JMVYX was incepted earlier than JVMRX: JMVYX (9 years) vs JVMRX (14 years). JVMRX (0.76) is less costly to investors than JMVYX (0.69). JVMRX is a more actively managed with annual turnover of: 47.00 vs. JMVYX (28.00). JVMRX has a lower initial minimum investment than JMVYX: JVMRX (1000000) vs JMVYX (15000000). JVMRX annual gain was more profitable for investors over the last year : 3.59 vs. JMVYX (3.13). JVMRX return over 5 years is better than : 63.32 vs. JMVYX (24.31).
JMVYXJVMRXJMVYX / JVMRX
Total Expense Ratio0.600.7580%
Annual Report Gross Expense Ratio0.690.7691%
Fund Existence9 years14 years-
Gain YTD3.0238.50036%
Front LoadN/AN/A-
Min. Initial Investment1500000010000001,500%
Min. Initial Investment IRAN/AN/A-
Net Assets12.8B22.6B57%
Annual Yield % from dividends1.040.88118%
Returns for 1 year3.133.5987%
Returns for 3 years6.2624.1426%
Returns for 5 years24.3163.3238%
Returns for 10 yearsN/A49.30-
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