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JCMVX vs JVMRX
JCMVX vs JVMRX Comparison
Open Charts JCMVX vs JVMRX
JPMorgan Mid Cap Value C
Price$36.90
Change-$0.17 (-0.46%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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JCMVX vs JVMRX Comparison Chart
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JCMVX vs. JVMRX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. JCMVX (13.9B). JVMRX pays higher dividends than JCMVX: JVMRX (0.93) vs JCMVX (0.46). JCMVX was incepted earlier than JVMRX: JCMVX (23 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. JCMVX (12.00). JCMVX has a lower initial minimum investment than JVMRX: JCMVX (1000) vs JVMRX (1000000). JVMRX (16.48) and JCMVX (16.17) have marching annual gain over last year. JVMRX return over 5 years is better than : 43.53 vs. JCMVX (0.99).
| JCMVX | JVMRX | JCMVX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 12.224 | 10.234 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 23.4B | 59% |
| Annual Yield % from dividends | 0.46 | 0.93 | 50% |
| Returns for 1 year | 16.17 | 16.48 | 98% |
| Returns for 3 years | -11.15 | 10.98 | -102% |
| Returns for 5 years | 0.99 | 43.53 | 2% |
| Returns for 10 years | 2.68 | 61.39 | 4% |