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JMVYX vs JVMSX
JMVYX vs JVMSX Comparison
Open Charts JMVYX vs JVMSX
JPMorgan Mid Cap Value R6
Price$37.80
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets12B
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.85B
JMVYX vs JVMSX Comparison Chart in %
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JMVYX vs. JVMSX commentary
Oct 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. JMVYX (12B). JMVYX pays higher dividends than JVMSX: JMVYX (1.01) vs JVMSX (0.40). JMVYX was incepted earlier than JVMSX: JMVYX (9 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JMVYX (0.69). JVMSX is a more actively managed with annual turnover of: 49.00 vs. JMVYX (39.00). 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 : -5.30 vs. JMVYX (-9.29). JVMSX return over 5 years is better than : 45.42 vs. JMVYX (12.63).
| JMVYX | JVMSX | JMVYX / JVMSX | |
| Total Expense Ratio | 0.60 | 1.24 | 48% |
| Annual Report Gross Expense Ratio | 0.69 | 1.25 | 55% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.941 | 9.399 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 23.9B | 50% |
| Annual Yield % from dividends | 1.01 | 0.40 | 253% |
| Returns for 1 year | -9.29 | -5.30 | 175% |
| Returns for 3 years | 6.79 | 24.28 | 28% |
| Returns for 5 years | 12.63 | 45.42 | 28% |
| Returns for 10 years | N/A | 47.59 | - |
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