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JMVZX vs JVMRX
JMVZX vs JVMRX Comparison
Open Charts JMVZX vs JVMRX
JPMorgan Mid Cap Value R2
Price$33.66
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets12.69B
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
JMVZX vs JVMRX Comparison Chart in %
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JMVZX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. JMVZX (12.7B). JVMRX pays higher dividends than JMVZX: JVMRX (0.88) vs JMVZX (0.49). JMVZX was incepted earlier than JVMRX: JMVZX (17 years) vs JVMRX (14 years). JMVZX (1.46) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. JMVZX (28.00). JMVZX has a lower initial minimum investment than JVMRX: JMVZX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. JMVZX (-1.57). JVMRX return over 5 years is better than : 58.56 vs. JMVZX (12.31).
| JMVZX | JVMRX | JMVZX / JVMRX | |
| Total Expense Ratio | 1.35 | 0.75 | 180% |
| Annual Report Gross Expense Ratio | 1.46 | 0.76 | 192% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 3.761 | 9.354 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 23.1B | 55% |
| Annual Yield % from dividends | 0.49 | 0.88 | 56% |
| Returns for 1 year | -1.57 | 1.28 | -123% |
| Returns for 3 years | 0.29 | 21.72 | 1% |
| Returns for 5 years | 12.31 | 58.56 | 21% |
| Returns for 10 years | -1.86 | 51.14 | -4% |
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