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JMVZX vs JVMTX
JMVZX vs JVMTX Comparison
Open Charts JMVZX vs JVMTX
JPMorgan Mid Cap Value R2
Price$33.06
Change-$0.25 (-0.75%)
VolumeN/A
Net Assets12.2B
JHancock Disciplined Value Mid Cap R4
Price$29.73
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
JMVZX vs JVMTX Comparison Chart in %
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JMVZX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. JMVZX (12.2B). JVMTX pays higher dividends than JMVZX: JVMTX (0.62) vs JMVZX (0.48). JMVZX was incepted earlier than JVMTX: JMVZX (17 years) vs JVMTX (12 years). JMVZX (1.46) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. JMVZX (28.00). JMVZX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -1.17 vs. JMVZX (-7.82). JVMTX return over 5 years is better than : 59.56 vs. JMVZX (12.35).
| JMVZX | JVMTX | JMVZX / JVMTX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.46 | 1.10 | 133% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 2.682 | 10.479 | 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 | 0.62 | 77% |
| Returns for 1 year | -7.82 | -1.17 | 667% |
| Returns for 3 years | 6.54 | 32.93 | 20% |
| Returns for 5 years | 12.35 | 59.56 | 21% |
| Returns for 10 years | 6.67 | 62.30 | 11% |
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