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JAMCX vs JVMAX
JAMCX vs JVMAX Comparison
Open Charts JAMCX vs JVMAX
JPMorgan Mid Cap Value A
Price$32.72
Change+$0.34 (+1.05%)
VolumeN/A
Net Assets11.73B
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.44B
JAMCX vs JVMAX Comparison Chart
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JAMCX vs. JVMAX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.4B vs. JAMCX (11.7B). JAMCX (0.64) and JVMAX (0.61) have matching dividends . JAMCX was incepted earlier than JVMAX: JAMCX (24 years) vs JVMAX (28 years). JAMCX (1.19) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. JAMCX (28.00). JAMCX (5%) and JVMAX (5%) have equivalent initial investment costs. JAMCX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JAMCX annual gain was more profitable for investors over the last year : -7.59 vs. JVMAX (-11.80). JVMAX return over 5 years is better than : 45.43 vs. JAMCX (14.68).
| JAMCX | JVMAX | JAMCX / JVMAX | |
| Total Expense Ratio | 1.09 | 1.12 | 97% |
| Annual Report Gross Expense Ratio | 1.19 | 1.13 | 105% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -8.064 | -8.576 | 94% |
| Front Load | 5% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 19.4B | 60% |
| Annual Yield % from dividends | 0.64 | 0.61 | 105% |
| Returns for 1 year | -7.59 | -11.80 | 64% |
| Returns for 3 years | -17.00 | -9.16 | 186% |
| Returns for 5 years | 14.68 | 45.43 | 32% |
| Returns for 10 years | -9.03 | 18.32 | -49% |
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