Interact to see
Advertisement
Advertisement
JMVPX vs JVMRX
JMVPX vs JVMRX Comparison
Open Charts JMVPX vs JVMRX
JPMorgan Mid Cap Value R3
Price$36.03
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets12.42B
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
JMVPX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVPX vs. JVMRX commentary
Sep 08, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. JMVPX (12.4B). JVMRX pays higher dividends than JMVPX: JVMRX (0.84) vs JMVPX (0.62). JMVPX was incepted earlier than JVMRX: JMVPX (9 years) vs JVMRX (14 years). JMVPX (1.19) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. JMVPX (28.00). JMVPX has a lower initial minimum investment than JVMRX: JMVPX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 3.02 vs. JMVPX (-3.66). JVMRX return over 5 years is better than : 55.40 vs. JMVPX (11.94).
| JMVPX | JVMRX | JMVPX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.74 | 149% |
| Annual Report Gross Expense Ratio | 1.19 | 0.75 | 159% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 3.983 | 12.064 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 24.3B | 51% |
| Annual Yield % from dividends | 0.62 | 0.84 | 74% |
| Returns for 1 year | -3.66 | 3.02 | -121% |
| Returns for 3 years | 2.33 | 25.20 | 9% |
| Returns for 5 years | 11.94 | 55.40 | 22% |
| Returns for 10 years | N/A | 59.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| WGMI | 29.45 | 0.28 | +0.96% |
| CoinShares Bitcoin Mining ETF | |||
| GEMD | 41.87 | 0.31 | +0.74% |
| Goldman Sachs Access Emrg Mkts USD BdETF | |||
| MOO | 74.44 | 0.49 | +0.66% |
| VanEck Agribusiness ETF | |||
| SIXZ | 28.94 | N/A | N/A |
| AllianzIM US Lrg Cp 6M Bfr10 May/Nov ETF | |||
| SDVY | 38.28 | -0.11 | -0.29% |
| First Trust SMID Cp Rising Div Achv ETF | |||