Interact to see
Advertisement
Advertisement
JMVYX vs JVMTX
JMVYX vs JVMTX Comparison
Open Charts JMVYX vs JVMTX
JPMorgan Mid Cap Value R6
Price$32.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.56B
JHancock Disciplined Value Mid Cap R4
Price$27.87
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
JMVYX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVYX vs. JVMTX commentary
Dec 28, 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. JMVYX (11.6B). JMVYX pays higher dividends than JVMTX: JMVYX (0.99) vs JVMTX (0.61). 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 : 2.35 vs. JMVYX (-13.35). JVMTX return over 5 years is better than : 23.38 vs. JMVYX (-8.62).
| 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 | -12.146 | 3.567 | -340% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 23.9B | 49% |
| Annual Yield % from dividends | 0.99 | 0.61 | 162% |
| Returns for 1 year | -13.35 | 2.35 | -568% |
| Returns for 3 years | -3.77 | 15.93 | -24% |
| Returns for 5 years | -8.62 | 23.38 | -37% |
| Returns for 10 years | N/A | 48.70 | - |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DRTHX | 20.14 | 0.01 | +0.05% |
| BNY Mellon Sustainable US Eq Fd Z | |||
| PCAOX | 83.70 | 0.03 | +0.04% |
| Principal Capital Appreciation R3 | |||
| ACEVX | 10.92 | N/A | N/A |
| American Century International Val Inv | |||
| RLISX | 23.04 | N/A | N/A |
| Russell Inv Equity Income S | |||
| VIGIX | 254.76 | -0.05 | -0.02% |
| Vanguard Growth Index Institutional | |||