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JCMVX vs JVMTX
JCMVX vs JVMTX Comparison
Open Charts JCMVX vs JVMTX
JPMorgan Mid Cap Value C
Price$36.90
Change-$0.17 (-0.46%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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JCMVX vs JVMTX Comparison Chart
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JCMVX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. JCMVX (13.9B). JVMTX pays higher dividends than JCMVX: JVMTX (0.73) vs JCMVX (0.46). JCMVX was incepted earlier than JVMTX: JCMVX (23 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. JCMVX (12.00). JVMTX has a lower initial minimum investment than JCMVX: JVMTX (0) vs JCMVX (1000). JVMTX (16.17) and JCMVX (16.17) have marching annual gain over last year. JVMTX return over 5 years is better than : 42.36 vs. JCMVX (0.99).
| JCMVX | JVMTX | JCMVX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 12.224 | 10.022 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 23.4B | 59% |
| Annual Yield % from dividends | 0.46 | 0.73 | 64% |
| Returns for 1 year | 16.17 | 16.17 | 100% |
| Returns for 3 years | -11.15 | 10.42 | -107% |
| Returns for 5 years | 0.99 | 42.36 | 2% |
| Returns for 10 years | 2.68 | 58.91 | 5% |