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JMVYX vs JVMSX
JMVYX vs JVMSX Comparison
Open Charts JMVYX vs JVMSX
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.
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).
| JMVYX | JVMSX | JMVYX / JVMSX | |
| Total Expense Ratio | 0.60 | 1.25 | 48% |
| Annual Report Gross Expense Ratio | 0.69 | 1.26 | 55% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 4.194 | 9.064 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 23.1B | 55% |
| Annual Yield % from dividends | 1.04 | 0.42 | 248% |
| Returns for 1 year | 0.49 | 0.75 | 65% |
| Returns for 3 years | 4.94 | 20.42 | 24% |
| Returns for 5 years | 21.46 | 55.91 | 38% |
| Returns for 10 years | N/A | 46.42 | - |
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