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JCMVX vs JVMRX
JCMVX vs JVMRX Comparison
Open Charts JCMVX vs JVMRX
JPMorgan Mid Cap Value C
Price$30.77
Change+$1.99 (+6.91%)
VolumeN/A
Net Assets11.19B
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
JCMVX vs JVMRX Comparison Chart
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JCMVX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.5B vs. JCMVX (11.2B). JVMRX pays higher dividends than JCMVX: JVMRX (0.94) vs JCMVX (0.15). JCMVX was incepted earlier than JVMRX: JCMVX (24 years) vs JVMRX (14 years). JCMVX (1.70) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. JCMVX (28.00). JCMVX has a lower initial minimum investment than JVMRX: JCMVX (1000) vs JVMRX (1000000). JCMVX annual gain was more profitable for investors over the last year : -17.62 vs. JVMRX (-20.09). JVMRX return over 5 years is better than : 39.55 vs. JCMVX (2.59).
| JCMVX | JVMRX | JCMVX / JVMRX | |
| Total Expense Ratio | 1.59 | 0.75 | 212% |
| Annual Report Gross Expense Ratio | 1.70 | 0.76 | 224% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -12.761 | -13.252 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 18.5B | 61% |
| Annual Yield % from dividends | 0.15 | 0.94 | 15% |
| Returns for 1 year | -17.62 | -20.09 | 88% |
| Returns for 3 years | -23.06 | -12.51 | 184% |
| Returns for 5 years | 2.59 | 39.55 | 7% |
| Returns for 10 years | -20.28 | 16.87 | -120% |
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