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JMVZX vs JVMIX
JMVZX vs JVMIX Comparison
Open Charts JMVZX vs JVMIX
JPMorgan Mid Cap Value R2
Price$33.66
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets12.69B
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
JMVZX vs JVMIX Comparison Chart in %
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JMVZX vs. JVMIX 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 JMVZX is a Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. JMVZX (12.7B). JVMIX pays higher dividends than JMVZX: JVMIX (0.78) vs JMVZX (0.49). JMVZX was incepted earlier than JVMIX: JMVZX (17 years) vs JVMIX (28 years). JMVZX (1.46) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. JMVZX (28.00). JMVZX has a lower initial minimum investment than JVMIX: JMVZX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 1.20 vs. JMVZX (-1.57). JVMIX return over 5 years is better than : 58.07 vs. JMVZX (12.31).
| JMVZX | JVMIX | JMVZX / JVMIX | |
| Total Expense Ratio | 1.35 | 0.87 | 155% |
| Annual Report Gross Expense Ratio | 1.46 | 0.88 | 166% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 3.761 | 9.314 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 23.1B | 55% |
| Annual Yield % from dividends | 0.49 | 0.78 | 63% |
| Returns for 1 year | -1.57 | 1.20 | -131% |
| Returns for 3 years | 0.29 | 21.47 | 1% |
| Returns for 5 years | 12.31 | 58.07 | 21% |
| Returns for 10 years | -1.86 | 50.28 | -4% |
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