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JMVZX vs JVMIX
JMVZX vs JVMIX Comparison
Open Charts JMVZX vs JVMIX
JPMorgan Mid Cap Value R2
Price$33.12
Change-$0.22 (-0.66%)
VolumeN/A
Net Assets12.36B
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
JMVZX vs JVMIX Comparison Chart in %
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JMVZX vs. JVMIX commentary
Aug 17, 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 Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. JMVZX (12.4B). JVMIX pays higher dividends than JMVZX: JVMIX (0.76) 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 : 0.76 vs. JMVZX (-4.79). JVMIX return over 5 years is better than : 50.10 vs. JMVZX (5.95).
| 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 | 2.096 | 8.980 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 23.6B | 53% |
| Annual Yield % from dividends | 0.49 | 0.76 | 64% |
| Returns for 1 year | -4.79 | 0.76 | -632% |
| Returns for 3 years | -9.26 | 11.90 | -78% |
| Returns for 5 years | 5.95 | 50.10 | 12% |
| Returns for 10 years | -5.13 | 45.29 | -11% |
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