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JCMVX vs JVMRX
JCMVX vs JVMRX Comparison
Open Charts JCMVX vs JVMRX
JPMorgan Mid Cap Value C
Price$31.91
Change-$0.09 (-0.28%)
VolumeN/A
Net Assets12.3B
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.83B
JCMVX vs JVMRX Comparison Chart
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JCMVX vs. JVMRX commentary
May 10, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.8B vs. JCMVX (12.3B). JVMRX pays higher dividends than JCMVX: JVMRX (0.96) 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 (-7.77) and JVMRX (-7.83) have marching annual gain over last year. JVMRX return over 5 years is better than : 54.99 vs. JCMVX (14.10).
| 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 | -3.001 | -1.299 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 20.8B | 59% |
| Annual Yield % from dividends | 0.15 | 0.96 | 15% |
| Returns for 1 year | -7.77 | -7.83 | 99% |
| Returns for 3 years | -8.58 | 7.00 | -123% |
| Returns for 5 years | 14.10 | 54.99 | 26% |
| Returns for 10 years | -10.13 | 33.80 | -30% |
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