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JMVZX vs JVMRX
JMVZX vs JVMRX Comparison
Open Charts JMVZX vs JVMRX
JPMorgan Mid Cap Value R2
Price$28.40
Change+$0.21 (+0.74%)
VolumeN/A
Net Assets11.55B
JHancock Disciplined Value Mid Cap R6
Price$28.79
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
JMVZX vs JVMRX Comparison Chart in %
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JMVZX vs. JVMRX commentary
Jan 15, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. JMVZX (11.6B). JVMRX pays higher dividends than JMVZX: JVMRX (0.85) vs JMVZX (0.59). JMVZX was incepted earlier than JVMRX: JMVZX (17 years) vs JVMRX (14 years). JMVZX (1.48) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. JMVZX (39.00). 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 : 6.31 vs. JMVZX (-12.34). JVMRX return over 5 years is better than : 22.57 vs. JMVZX (-18.51).
| JMVZX | JVMRX | JMVZX / JVMRX | |
| Total Expense Ratio | 1.35 | 0.74 | 182% |
| Annual Report Gross Expense Ratio | 1.48 | 0.75 | 197% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 3.877 | 4.843 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 24.7B | 47% |
| Annual Yield % from dividends | 0.59 | 0.85 | 69% |
| Returns for 1 year | -12.34 | 6.31 | -195% |
| Returns for 3 years | -10.73 | 15.11 | -71% |
| Returns for 5 years | -18.51 | 22.57 | -82% |
| Returns for 10 years | 1.04 | 76.30 | 1% |
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