JMVYX
Price
$37.83
Change
+$0.16 (+0.42%)
Updated
Jul 3 closing price
Net Assets
12.8B
JVMSX
Price
$29.01
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
Interact to see
Advertisement

JMVYX vs JVMSX

Header iconJMVYX vs JVMSX Comparison
Open Charts JMVYX vs JVMSXBanner chart's image
JPMorgan Mid Cap Value R6
Price$37.83
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets12.8B
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
JMVYX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JMVYX vs. JVMSX commentary
Jul 07, 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 StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. JMVYX (12.8B). JMVYX pays higher dividends than JVMSX: JMVYX (1.04) vs JVMSX (0.42). 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: 47.00 vs. JMVYX (28.00). JVMSX has a lower initial minimum investment than JMVYX: JVMSX (0) vs JMVYX (15000000). JMVYX (3.13) and JVMSX (3.00) have marching annual gain over last year. JVMSX return over 5 years is better than : 60.52 vs. JMVYX (24.31).
JMVYXJVMSXJMVYX / JVMSX
Total Expense Ratio0.601.2548%
Annual Report Gross Expense Ratio0.691.2655%
Fund Existence9 years13 years-
Gain YTD3.0238.20637%
Front LoadN/AN/A-
Min. Initial Investment150000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.8B22.6B57%
Annual Yield % from dividends1.040.42248%
Returns for 1 year3.133.00104%
Returns for 3 years6.2622.7727%
Returns for 5 years24.3160.5240%
Returns for 10 yearsN/A44.56-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FDAT21.430.14
+0.65%
Tactical Advantage ETF
CGNG28.950.11
+0.38%
Capital Group New Geography Equity ETF
DWM63.77-0.01
-0.02%
WisdomTree International Equity ETF
MBSF25.40-0.06
-0.24%
Regan Floating Rate MBS ETF
TSLL11.53-0.05
-0.43%
Direxion Daily TSLA Bull 2X Shares