Ad is loading...
Ad is loading...
FLMVX vs JVMTX
FLMVX vs JVMTX Comparison
Open Charts FLMVX vs JVMTX
JPMorgan Mid Cap Value L
Price$42.46
Change-$0.09 (-0.21%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
FLMVX vs JVMTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FLMVX vs. JVMTX commentary
Nov 18, 2024
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 FLMVX is a Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. FLMVX (14.1B). FLMVX pays higher dividends than JVMTX: FLMVX (1.16) vs JVMTX (0.73). FLMVX was incepted earlier than JVMTX: FLMVX (27 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. FLMVX (12.00). JVMTX has a lower initial minimum investment than FLMVX: JVMTX (0) vs FLMVX (3000000). FLMVX annual gain was more profitable for investors over the last year : 22.82 vs. JVMTX (21.44). JVMTX return over 5 years is better than : 44.38 vs. FLMVX (9.76).
| FLMVX | JVMTX | FLMVX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 18.141 | 14.484 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 23.8B | 59% |
| Annual Yield % from dividends | 1.16 | 0.73 | 159% |
| Returns for 1 year | 22.82 | 21.44 | 106% |
| Returns for 3 years | -10.09 | 7.23 | -140% |
| Returns for 5 years | 9.76 | 44.38 | 22% |
| Returns for 10 years | 17.69 | 60.91 | 29% |
View a ticker or compare two or three
VS
VS
Ad is loading...