Ad is loading...
JAMCX vs JVMRX
JAMCX vs JVMRX Comparison
Open Charts JAMCX vs JVMRX
JPMorgan Mid Cap Value A
Price$32.72
Change+$0.34 (+1.05%)
VolumeN/A
Net Assets11.73B
JHancock Disciplined Value Mid Cap R6
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
JAMCX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JAMCX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.4B vs. JAMCX (11.7B). JVMRX pays higher dividends than JAMCX: JVMRX (0.94) vs JAMCX (0.64). JAMCX was incepted earlier than JVMRX: JAMCX (24 years) vs JVMRX (14 years). JAMCX (1.19) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. JAMCX (28.00). JAMCX has a lower initial minimum investment than JVMRX: JAMCX (1000) vs JVMRX (1000000). JAMCX annual gain was more profitable for investors over the last year : -7.59 vs. JVMRX (-10.95). JVMRX return over 5 years is better than : 49.07 vs. JAMCX (14.68).
| JAMCX | JVMRX | JAMCX / JVMRX | |
| Total Expense Ratio | 1.09 | 0.75 | 145% |
| Annual Report Gross Expense Ratio | 1.19 | 0.76 | 157% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -8.064 | -8.463 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 19.4B | 60% |
| Annual Yield % from dividends | 0.64 | 0.94 | 69% |
| Returns for 1 year | -7.59 | -10.95 | 69% |
| Returns for 3 years | -17.00 | -7.58 | 224% |
| Returns for 5 years | 14.68 | 49.07 | 30% |
| Returns for 10 years | -9.03 | 23.85 | -38% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KLXY | 21.68 | 0.32 | +1.49% |
| KraneShares Global Luxury Index ETF | |||
| REGL | 77.65 | 0.32 | +0.41% |
| ProShares S&P MidCap 400 Dividend Arst | |||
| FSYD | 46.32 | 0.18 | +0.38% |
| Fidelity Sustainable High Yield ETF | |||
| DFEN | 26.86 | 0.01 | +0.04% |
| Direxion Dly Aerospace&Def Bl 3X ShsETF | |||
| BGRN | 46.79 | -0.12 | -0.26% |
| iShares USD Green Bond ETF | |||