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JMVYX vs JVMSX
JMVYX vs JVMSX Comparison
Open Charts JMVYX vs JVMSX
JPMorgan Mid Cap Value R6
Price$38.31
Change-$0.18 (-0.47%)
VolumeN/A
Net Assets11.87B
JHancock Disciplined Value Mid Cap R2
Price$29.80
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets24.39B
JMVYX vs JVMSX Comparison Chart in %
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JMVYX vs. JVMSX commentary
Dec 04, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. JMVYX (11.9B). JMVYX pays higher dividends than JVMSX: JMVYX (0.99) 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 : -6.32 vs. JMVYX (-10.99). JVMSX return over 5 years is better than : 31.69 vs. JMVYX (3.27).
| 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 | 4.820 | 11.600 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 24.4B | 49% |
| Annual Yield % from dividends | 0.99 | 0.40 | 251% |
| Returns for 1 year | -10.99 | -6.32 | 174% |
| Returns for 3 years | -1.71 | 13.46 | -13% |
| Returns for 5 years | 3.27 | 31.69 | 10% |
| Returns for 10 years | N/A | 46.38 | - |
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