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JCMVX vs JVMAX
JCMVX vs JVMAX Comparison
Open Charts JCMVX vs JVMAX
JPMorgan Mid Cap Value C
Price$33.89
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets13.41B
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
JCMVX vs JVMAX Comparison Chart
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JCMVX vs. JVMAX commentary
Jan 19, 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: 23.1B vs. JCMVX (13.4B). JVMAX pays higher dividends than JCMVX: JVMAX (0.67) vs JCMVX (0.46). JCMVX was incepted earlier than JVMAX: JCMVX (24 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. JCMVX (12.00). JCMVX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JCMVX annual gain was more profitable for investors over the last year : 6.01 vs. JVMAX (4.82). JVMAX return over 5 years is better than : 23.77 vs. JCMVX (-8.98).
| JCMVX | JVMAX | JCMVX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 2.728 | 3.777 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 23.1B | 58% |
| Annual Yield % from dividends | 0.46 | 0.67 | 69% |
| Returns for 1 year | 6.01 | 4.82 | 125% |
| Returns for 3 years | -11.59 | -0.09 | 13,174% |
| Returns for 5 years | -8.98 | 23.77 | -38% |
| Returns for 10 years | -0.74 | 42.53 | -2% |
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