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JAMCX vs JVMIX
JAMCX vs JVMIX Comparison
Open Charts JAMCX vs JVMIX
JPMorgan Mid Cap Value A
Price$39.28
Change-$0.17 (-0.43%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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JAMCX vs JVMIX Comparison Chart
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JAMCX vs. JVMIX commentary
Sep 21, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. JAMCX (13.9B). JAMCX (0.87) and JVMIX (0.84) have matching dividends . JAMCX was incepted earlier than JVMIX: JAMCX (23 years) vs JVMIX (27 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. JAMCX (12.00). JAMCX has a lower initial minimum investment than JVMIX: JAMCX (1000) vs JVMIX (250000). JAMCX (20.14) and JVMIX (19.46) have marching annual gain over last year. JVMIX return over 5 years is better than : 44.34 vs. JAMCX (5.92).
| JAMCX | JVMIX | JAMCX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 13.460 | 11.144 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 23.4B | 59% |
| Annual Yield % from dividends | 0.87 | 0.84 | 103% |
| Returns for 1 year | 20.14 | 19.46 | 103% |
| Returns for 3 years | -6.34 | 13.73 | -46% |
| Returns for 5 years | 5.92 | 44.34 | 13% |
| Returns for 10 years | 12.25 | 64.87 | 19% |