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JMVYX vs JVMSX
JMVYX vs JVMSX Comparison
Open Charts JMVYX vs JVMSX
JPMorgan Mid Cap Value R6
Price$33.25
Change-$4.66 (-12.29%)
VolumeN/A
Net Assets11.37B
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
JMVYX vs JVMSX Comparison Chart in %
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JMVYX vs. JVMSX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. JMVYX (11.4B). JMVYX pays higher dividends than JVMSX: JMVYX (1.02) vs JVMSX (0.37). JMVYX was incepted earlier than JVMSX: JMVYX (9 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JMVYX (0.70). 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 : 4.49 vs. JMVYX (-10.38). JVMSX return over 5 years is better than : 20.95 vs. JMVYX (-9.90).
| JMVYX | JVMSX | JMVYX / JVMSX | |
| Total Expense Ratio | 0.60 | 1.24 | 48% |
| Annual Report Gross Expense Ratio | 0.70 | 1.25 | 56% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 4.297 | 5.163 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 24.7B | 46% |
| Annual Yield % from dividends | 1.02 | 0.37 | 276% |
| Returns for 1 year | -10.38 | 4.49 | -231% |
| Returns for 3 years | -6.49 | 10.32 | -63% |
| Returns for 5 years | -9.90 | 20.95 | -47% |
| Returns for 10 years | N/A | 73.49 | - |
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