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JAMCX vs JVMAX
JAMCX vs JVMAX Comparison
Open Charts JAMCX vs JVMAX
JPMorgan Mid Cap Value A
Price$35.38
Change-$0.40 (-1.12%)
VolumeN/A
Net Assets13.17B
JHancock Disciplined Value Mid Cap A
Price$25.55
Change-$0.41 (-1.58%)
VolumeN/A
Net Assets22.5B
JAMCX vs JVMAX Comparison Chart
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JAMCX vs. JVMAX commentary
Mar 04, 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 JAMCX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. JAMCX (13.2B). 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. JAMCX annual gain was more profitable for investors over the last year : 0.07 vs. JVMAX (-3.44). JVMAX return over 5 years is better than : 40.78 vs. JAMCX (8.03).
| 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 | 1.590 | 2.124 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 22.5B | 59% |
| Annual Yield % from dividends | 0.87 | 0.67 | 130% |
| Returns for 1 year | 0.07 | -3.44 | -2% |
| Returns for 3 years | -5.50 | 3.83 | -143% |
| Returns for 5 years | 8.03 | 40.78 | 20% |
| Returns for 10 years | 0.45 | 32.50 | 1% |
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