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JMVZX vs JVMSX
JMVZX vs JVMSX Comparison
Open Charts JMVZX vs JVMSX
JPMorgan Mid Cap Value R2
Price$33.06
Change-$0.25 (-0.75%)
VolumeN/A
Net Assets12.2B
JHancock Disciplined Value Mid Cap R2
Price$29.56
Change-$0.24 (-0.81%)
VolumeN/A
Net Assets24.2B
JMVZX vs JVMSX Comparison Chart in %
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JMVZX vs. JVMSX commentary
Sep 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. JMVZX (12.2B). JMVZX pays higher dividends than JVMSX: JMVZX (0.48) vs JVMSX (0.40). JMVZX was incepted earlier than JVMSX: JMVZX (17 years) vs JVMSX (14 years). JMVZX (1.46) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. JMVZX (28.00). JMVZX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -1.46 vs. JMVZX (-7.82). JVMSX return over 5 years is better than : 58.11 vs. JMVZX (12.35).
| JMVZX | JVMSX | JMVZX / JVMSX | |
| Total Expense Ratio | 1.35 | 1.24 | 109% |
| Annual Report Gross Expense Ratio | 1.46 | 1.25 | 117% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 2.682 | 10.257 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 24.2B | 50% |
| Annual Yield % from dividends | 0.48 | 0.40 | 119% |
| Returns for 1 year | -7.82 | -1.46 | 537% |
| Returns for 3 years | 6.54 | 32.13 | 20% |
| Returns for 5 years | 12.35 | 58.11 | 21% |
| Returns for 10 years | 6.67 | 59.66 | 11% |
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