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JMVYX vs JVMRX
JMVYX vs JVMRX Comparison
Open Charts JMVYX vs JVMRX
JPMorgan Mid Cap Value R6
Price$37.90
Change-$0.36 (-0.94%)
VolumeN/A
Net Assets11.87B
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
JMVYX vs JVMRX Comparison Chart in %
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JMVYX vs. JVMRX commentary
Nov 14, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. JMVYX (11.9B). JMVYX pays higher dividends than JVMRX: JMVYX (1.02) vs JVMRX (0.85). JMVYX was incepted earlier than JVMRX: JMVYX (9 years) vs JVMRX (14 years). JVMRX (0.75) is less costly to investors than JMVYX (0.69). JVMRX is a more actively managed with annual turnover of: 49.00 vs. JMVYX (39.00). 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 : -5.34 vs. JMVYX (-9.86). JVMRX return over 5 years is better than : 38.63 vs. JMVYX (5.77).
| JMVYX | JVMRX | JMVYX / JVMRX | |
| Total Expense Ratio | 0.60 | 0.74 | 81% |
| Annual Report Gross Expense Ratio | 0.69 | 0.75 | 92% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 4.194 | 11.359 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 24.2B | 49% |
| Annual Yield % from dividends | 1.02 | 0.85 | 120% |
| Returns for 1 year | -9.86 | -5.34 | 184% |
| Returns for 3 years | 0.12 | 15.57 | 1% |
| Returns for 5 years | 5.77 | 38.63 | 15% |
| Returns for 10 years | N/A | 55.27 | - |
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