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JAMCX vs JVMRX
JAMCX vs JVMRX Comparison
Open Charts JAMCX vs JVMRX
JPMorgan Mid Cap Value A
Price$34.41
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets12.34B
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
JAMCX vs JVMRX Comparison Chart
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JAMCX vs. JVMRX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.3B vs. JAMCX (12.3B). JVMRX pays higher dividends than JAMCX: JVMRX (0.96) vs JAMCX (0.66). 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). JVMRX (-5.76) and JAMCX (-5.79) have marching annual gain over last year. JVMRX return over 5 years is better than : 59.16 vs. JAMCX (20.85).
| 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 | -2.016 | 1.299 | -155% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 21.3B | 58% |
| Annual Yield % from dividends | 0.66 | 0.96 | 68% |
| Returns for 1 year | -5.79 | -5.76 | 100% |
| Returns for 3 years | -5.77 | 9.17 | -63% |
| Returns for 5 years | 20.85 | 59.16 | 35% |
| Returns for 10 years | -3.94 | 34.68 | -11% |
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