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JMVZX vs JVMIX
JMVZX vs JVMIX Comparison
Open Charts JMVZX vs JVMIX
JPMorgan Mid Cap Value R2
Price$33.27
Change-$0.32 (-0.95%)
VolumeN/A
Net Assets11.87B
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
JMVZX vs JVMIX Comparison Chart in %
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JMVZX vs. JVMIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. JMVZX (11.9B). JVMIX pays higher dividends than JMVZX: JVMIX (0.75) 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 (0.86). 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 : -6.53 vs. JMVZX (-11.69). JVMIX return over 5 years is better than : 36.37 vs. JMVZX (-2.15).
| JMVZX | JVMIX | JMVZX / JVMIX | |
| Total Expense Ratio | 1.35 | 0.85 | 159% |
| Annual Report Gross Expense Ratio | 1.46 | 0.86 | 170% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 3.545 | 9.796 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 24.2B | 49% |
| Annual Yield % from dividends | 0.49 | 0.75 | 65% |
| Returns for 1 year | -11.69 | -6.53 | 179% |
| Returns for 3 years | -4.27 | 15.24 | -28% |
| Returns for 5 years | -2.15 | 36.37 | -6% |
| Returns for 10 years | 3.68 | 50.51 | 7% |
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