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JMVYX vs JVMTX
JMVYX vs JVMTX Comparison
Open Charts JMVYX vs JVMTX
JPMorgan Mid Cap Value R6
Price$33.25
Change-$4.66 (-12.29%)
VolumeN/A
Net Assets11.37B
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
JMVYX vs JVMTX Comparison Chart in %
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JMVYX vs. JVMTX commentary
Feb 05, 2026
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 Hold and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. JMVYX (11.4B). JMVYX pays higher dividends than JVMTX: JMVYX (1.02) vs JVMTX (0.60). JMVYX was incepted earlier than JVMTX: JMVYX (9 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than JMVYX (0.70). 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 : 4.79 vs. JMVYX (-10.38). JVMTX return over 5 years is better than : 22.28 vs. JMVYX (-9.90).
| JMVYX | JVMTX | JMVYX / JVMTX | |
| Total Expense Ratio | 0.60 | 0.99 | 61% |
| Annual Report Gross Expense Ratio | 0.70 | 1.10 | 64% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 4.297 | 5.177 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 24.7B | 46% |
| Annual Yield % from dividends | 1.02 | 0.60 | 171% |
| Returns for 1 year | -10.38 | 4.79 | -217% |
| Returns for 3 years | -6.49 | 11.22 | -58% |
| Returns for 5 years | -9.90 | 22.28 | -44% |
| Returns for 10 years | N/A | 76.80 | - |
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