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JMVZX vs JVMSX
JMVZX vs JVMSX Comparison
Open Charts JMVZX vs JVMSX
JPMorgan Mid Cap Value R2
Price$33.12
Change-$0.22 (-0.66%)
VolumeN/A
Net Assets12.36B
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
JMVZX vs JVMSX Comparison Chart in %
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JMVZX vs. JVMSX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. JMVZX (12.4B). JMVZX pays higher dividends than JVMSX: JMVZX (0.49) vs JVMSX (0.41). JMVZX was incepted earlier than JVMSX: JMVZX (17 years) vs JVMSX (13 years). JMVZX (1.46) is less costly to investors than JVMSX (1.26). 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 : 0.34 vs. JMVZX (-4.79). JVMSX return over 5 years is better than : 48.09 vs. JMVZX (5.95).
| JMVZX | JVMSX | JMVZX / JVMSX | |
| Total Expense Ratio | 1.35 | 1.25 | 108% |
| Annual Report Gross Expense Ratio | 1.46 | 1.26 | 116% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 2.096 | 8.728 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 23.6B | 53% |
| Annual Yield % from dividends | 0.49 | 0.41 | 118% |
| Returns for 1 year | -4.79 | 0.34 | -1,405% |
| Returns for 3 years | -9.26 | 10.96 | -85% |
| Returns for 5 years | 5.95 | 48.09 | 12% |
| Returns for 10 years | -5.13 | 41.60 | -12% |
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