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JMVYX vs JVMTX
JMVYX vs JVMTX Comparison
Open Charts JMVYX vs JVMTX
JPMorgan Mid Cap Value R6
Price$38.11
Change+$0.49 (+1.30%)
VolumeN/A
Net Assets12.26B
JHancock Disciplined Value Mid Cap R4
Price$30.04
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
JMVYX vs JVMTX Comparison Chart in %
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JMVYX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. JMVYX (12.3B). JMVYX pays higher dividends than JVMTX: JMVYX (1.00) vs JVMTX (0.62). JMVYX was incepted earlier than JVMTX: JMVYX (9 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than JMVYX (0.69). JVMTX is a more actively managed with annual turnover of: 49.00 vs. JMVYX (28.00). JVMTX has a lower initial minimum investment than JMVYX: JVMTX (0) vs JMVYX (15000000). JVMTX annual gain was more profitable for investors over the last year : -1.02 vs. JMVYX (-6.10). JVMTX return over 5 years is better than : 61.22 vs. JMVYX (22.09).
| JMVYX | JVMTX | JMVYX / JVMTX | |
| Total Expense Ratio | 0.60 | 0.99 | 61% |
| Annual Report Gross Expense Ratio | 0.69 | 1.10 | 63% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 3.785 | 11.631 | 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 | 0.62 | 161% |
| Returns for 1 year | -6.10 | -1.02 | 595% |
| Returns for 3 years | 12.72 | 34.61 | 37% |
| Returns for 5 years | 22.09 | 61.22 | 36% |
| Returns for 10 years | N/A | 63.56 | - |
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