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JAMCX vs JVMAX
JAMCX vs JVMAX Comparison
Open Charts JAMCX vs JVMAX
JPMorgan Mid Cap Value A
Price$35.15
Change-$1.03 (-2.85%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
JAMCX vs JVMAX Comparison Chart
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JAMCX vs. JVMAX commentary
Dec 19, 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 JAMCX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. JAMCX (13.5B). JAMCX pays higher dividends than JVMAX: JAMCX (0.87) vs JVMAX (0.67). JAMCX was incepted earlier than JVMAX: JAMCX (24 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. JAMCX (12.00). JAMCX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 10.66 vs. JAMCX (5.55). JVMAX return over 5 years is better than : 39.81 vs. JAMCX (-3.83).
| JAMCX | JVMAX | JAMCX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 4.506 | 12.851 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 23.4B | 58% |
| Annual Yield % from dividends | 0.87 | 0.67 | 130% |
| Returns for 1 year | 5.55 | 10.66 | 52% |
| Returns for 3 years | -6.14 | 16.69 | -37% |
| Returns for 5 years | -3.83 | 39.81 | -10% |
| Returns for 10 years | 4.06 | 55.64 | 7% |
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