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JMVZX vs JVMIX
JMVZX vs JVMIX Comparison
Open Charts JMVZX vs JVMIX
JPMorgan Mid Cap Value R2
Price$28.49
Change-$4.81 (-14.44%)
VolumeN/A
Net Assets11.36B
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
JMVZX vs JVMIX Comparison Chart in %
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JMVZX vs. JVMIX commentary
Feb 04, 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 JMVZX is a Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. JMVZX (11.4B). JVMIX pays higher dividends than JMVZX: JVMIX (0.72) vs JMVZX (0.57). JMVZX was incepted earlier than JVMIX: JMVZX (17 years) vs JVMIX (29 years). JMVZX (1.48) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. JMVZX (39.00). 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 : 4.96 vs. JMVZX (-13.49). JVMIX return over 5 years is better than : 23.04 vs. JMVZX (-18.53).
| JMVZX | JVMIX | JMVZX / JVMIX | |
| Total Expense Ratio | 1.35 | 0.85 | 159% |
| Annual Report Gross Expense Ratio | 1.48 | 0.86 | 172% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 4.206 | 5.206 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 24.7B | 46% |
| Annual Yield % from dividends | 0.57 | 0.72 | 79% |
| Returns for 1 year | -13.49 | 4.96 | -272% |
| Returns for 3 years | -12.70 | 11.72 | -108% |
| Returns for 5 years | -18.53 | 23.04 | -80% |
| Returns for 10 years | -0.13 | 78.79 | -0% |
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