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JCMVX vs JVMAX
JCMVX vs JVMAX Comparison
Open Charts JCMVX vs JVMAX
JPMorgan Mid Cap Value C
Price$30.77
Change+$1.99 (+6.91%)
VolumeN/A
Net Assets11.19B
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
JCMVX vs JVMAX Comparison Chart
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JCMVX vs. JVMAX commentary
Apr 11, 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 JCMVX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. JCMVX (11.2B). JVMAX pays higher dividends than JCMVX: JVMAX (0.61) vs JCMVX (0.15). JCMVX was incepted earlier than JVMAX: JCMVX (24 years) vs JVMAX (28 years). JCMVX (1.70) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. JCMVX (28.00). JCMVX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JCMVX annual gain was more profitable for investors over the last year : -17.62 vs. JVMAX (-20.84). JVMAX return over 5 years is better than : 36.10 vs. JCMVX (2.59).
| JCMVX | JVMAX | JCMVX / JVMAX | |
| Total Expense Ratio | 1.59 | 1.12 | 142% |
| Annual Report Gross Expense Ratio | 1.70 | 1.13 | 150% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -12.761 | -13.336 | 96% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 18.5B | 61% |
| Annual Yield % from dividends | 0.15 | 0.61 | 24% |
| Returns for 1 year | -17.62 | -20.84 | 85% |
| Returns for 3 years | -23.06 | -13.99 | 165% |
| Returns for 5 years | 2.59 | 36.10 | 7% |
| Returns for 10 years | -20.28 | 11.67 | -174% |
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