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JMVYX vs JVMSX
JMVYX vs JVMSX Comparison
Open Charts JMVYX vs JVMSX
JPMorgan Mid Cap Value R6
Price$37.58
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets12.36B
JHancock Disciplined Value Mid Cap R2
Price$29.11
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets23.59B
JMVYX vs JVMSX Comparison Chart in %
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JMVYX vs. JVMSX commentary
Aug 19, 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 StrongBuy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. JMVYX (12.4B). JMVYX pays higher dividends than JVMSX: JMVYX (1.03) vs JVMSX (0.41). JMVYX was incepted earlier than JVMSX: JMVYX (9 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JMVYX (0.69). JVMSX is a more actively managed with annual turnover of: 49.00 vs. JMVYX (28.00). JVMSX has a lower initial minimum investment than JMVYX: JVMSX (0) vs JMVYX (15000000). JVMSX annual gain was more profitable for investors over the last year : -0.04 vs. JMVYX (-3.31). JVMSX return over 5 years is better than : 49.77 vs. JMVYX (16.20).
| JMVYX | JVMSX | JMVYX / JVMSX | |
| Total Expense Ratio | 0.60 | 1.25 | 48% |
| Annual Report Gross Expense Ratio | 0.69 | 1.26 | 55% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 2.342 | 8.579 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 23.6B | 53% |
| Annual Yield % from dividends | 1.03 | 0.41 | 249% |
| Returns for 1 year | -3.31 | -0.04 | 8,987% |
| Returns for 3 years | -3.74 | 12.54 | -30% |
| Returns for 5 years | 16.20 | 49.77 | 33% |
| Returns for 10 years | N/A | 49.42 | - |
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