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JMVPX vs JVMAX
JMVPX vs JVMAX Comparison
Open Charts JMVPX vs JVMAX
JPMorgan Mid Cap Value R3
Price$33.57
Change-$0.10 (-0.30%)
VolumeN/A
Net Assets12.26B
JHancock Disciplined Value Mid Cap A
Price$25.14
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.89B
JMVPX vs JVMAX Comparison Chart
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JMVPX vs. JVMAX commentary
May 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 JMVPX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.9B vs. JMVPX (12.3B). JMVPX pays higher dividends than JVMAX: JMVPX (0.67) vs JVMAX (0.63). JMVPX was incepted earlier than JVMAX: JMVPX (9 years) vs JVMAX (28 years). JMVPX (1.19) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. JMVPX (28.00). JMVPX has a lower initial minimum investment than JVMAX: JMVPX (0) vs JVMAX (1000). JMVPX annual gain was more profitable for investors over the last year : -7.05 vs. JVMAX (-8.42). JVMAX return over 5 years is better than : 51.71 vs. JMVPX (18.32).
| JMVPX | JVMAX | JMVPX / JVMAX | |
| Total Expense Ratio | 1.10 | 1.12 | 98% |
| Annual Report Gross Expense Ratio | 1.19 | 1.13 | 105% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -3.117 | -1.101 | 283% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 20.9B | 59% |
| Annual Yield % from dividends | 0.67 | 0.63 | 107% |
| Returns for 1 year | -7.05 | -8.42 | 84% |
| Returns for 3 years | -6.92 | 5.51 | -126% |
| Returns for 5 years | 18.32 | 51.71 | 35% |
| Returns for 10 years | N/A | 28.25 | - |
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