Interact to see
Advertisement
Advertisement
JMVYX vs JVMTX
JMVYX vs JVMTX Comparison
Open Charts JMVYX vs JVMTX
JPMorgan Mid Cap Value R6
Price$38.31
Change-$0.18 (-0.47%)
VolumeN/A
Net Assets11.87B
JHancock Disciplined Value Mid Cap R4
Price$29.99
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets24.49B
JMVYX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVYX vs. JVMTX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. JMVYX (11.9B). JMVYX pays higher dividends than JVMTX: JMVYX (0.99) vs JVMTX (0.61). 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 (39.00). 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 : -6.05 vs. JMVYX (-10.99). JVMTX return over 5 years is better than : 32.95 vs. JMVYX (3.27).
| 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 | 4.820 | 11.891 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 24.5B | 49% |
| Annual Yield % from dividends | 0.99 | 0.61 | 162% |
| Returns for 1 year | -10.99 | -6.05 | 182% |
| Returns for 3 years | -1.71 | 14.12 | -12% |
| Returns for 5 years | 3.27 | 32.95 | 10% |
| Returns for 10 years | N/A | 48.86 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NTSI | 43.86 | 0.16 | +0.36% |
| WisdomTree International Efficnt Cr ETF | |||
| HCOW | 24.31 | 0.06 | +0.25% |
| Amplify COWS Covered Call ETF | |||
| FIXD | 44.56 | 0.10 | +0.24% |
| First Trust Smith Opportnstc Fxd Inc ETF | |||
| OWNS | 17.60 | 0.02 | +0.11% |
| CCM Affordable Housing MBS ETF | |||
| GLDY | 16.88 | -0.05 | -0.30% |
| Defiance Gold Enhanced Opt Inc ETF | |||