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JMVYX vs JVMSX
JMVYX vs JVMSX Comparison
Open Charts JMVYX vs JVMSX
JPMorgan Mid Cap Value R6
Price$38.11
Change+$0.49 (+1.30%)
VolumeN/A
Net Assets12.26B
JHancock Disciplined Value Mid Cap R2
Price$29.87
Change+$0.31 (+1.05%)
VolumeN/A
Net Assets24.25B
JMVYX vs JVMSX Comparison Chart in %
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JMVYX vs. JVMSX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. JMVYX (12.3B). JMVYX pays higher dividends than JVMSX: JMVYX (1.00) 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 (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 : -1.31 vs. JMVYX (-6.10). JVMSX return over 5 years is better than : 59.77 vs. JMVYX (22.09).
| 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 | 3.785 | 11.414 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 24.2B | 51% |
| Annual Yield % from dividends | 1.00 | 0.40 | 250% |
| Returns for 1 year | -6.10 | -1.31 | 467% |
| Returns for 3 years | 12.72 | 33.81 | 38% |
| Returns for 5 years | 22.09 | 59.77 | 37% |
| Returns for 10 years | N/A | 60.91 | - |
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