JMVYX
Price
$38.26
Change
+$0.15 (+0.39%)
Updated
Jul 25 closing price
Net Assets
12.69B
JVMSX
Price
$29.24
Change
+$0.18 (+0.62%)
Updated
Jul 25 closing price
Net Assets
23.06B
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JMVYX vs JVMSX

Header iconJMVYX vs JVMSX Comparison
Open Charts JMVYX vs JVMSXBanner chart's image
JPMorgan Mid Cap Value R6
Price$38.26
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets12.69B
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
JMVYX vs JVMSX Comparison Chart in %
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JMVYX vs. JVMSX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. JMVYX (12.7B). 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: 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 : 0.75 vs. JMVYX (0.49). JVMSX return over 5 years is better than : 55.91 vs. JMVYX (21.46).
JMVYXJVMSXJMVYX / JVMSX
Total Expense Ratio0.601.2548%
Annual Report Gross Expense Ratio0.691.2655%
Fund Existence9 years13 years-
Gain YTD4.1949.06446%
Front LoadN/AN/A-
Min. Initial Investment150000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B23.1B55%
Annual Yield % from dividends1.040.42248%
Returns for 1 year0.490.7565%
Returns for 3 years4.9420.4224%
Returns for 5 years21.4655.9138%
Returns for 10 yearsN/A46.42-
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