JMVYX
Price
$38.26
Change
+$0.15 (+0.39%)
Updated
Jul 25 closing price
Net Assets
12.69B
JVMRX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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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$38.26
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets12.69B
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
JMVYX vs JVMRX Comparison Chart in %
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JMVYX vs. JVMRX 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 JVMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. JMVYX (12.7B). 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: 49.00 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 : 1.28 vs. JMVYX (0.49). JVMRX return over 5 years is better than : 58.56 vs. JMVYX (21.46).
JMVYXJVMRXJMVYX / JVMRX
Total Expense Ratio0.600.7580%
Annual Report Gross Expense Ratio0.690.7691%
Fund Existence9 years14 years-
Gain YTD4.1949.35445%
Front LoadN/AN/A-
Min. Initial Investment1500000010000001,500%
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B23.1B55%
Annual Yield % from dividends1.040.88118%
Returns for 1 year0.491.2838%
Returns for 3 years4.9421.7223%
Returns for 5 years21.4658.5637%
Returns for 10 yearsN/A51.14-
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