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JMVPX vs JVMRX
JMVPX vs JVMRX Comparison
Open Charts JMVPX vs JVMRX
JPMorgan Mid Cap Value R3
Price$35.60
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets13.41B
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
JMVPX vs JVMRX Comparison Chart
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JMVPX vs. JVMRX commentary
Jan 19, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. JMVPX (13.4B). JVMRX (0.93) and JMVPX (0.89) have matching dividends . JMVPX was incepted earlier than JVMRX: JMVPX (8 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. JMVPX (12.00). JMVPX has a lower initial minimum investment than JVMRX: JMVPX (0) vs JVMRX (1000000). JMVPX annual gain was more profitable for investors over the last year : 7.11 vs. JVMRX (5.82). JVMRX return over 5 years is better than : 26.86 vs. JMVPX (-5.35).
| JMVPX | JVMRX | JMVPX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 2.742 | 3.786 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 23.1B | 58% |
| Annual Yield % from dividends | 0.89 | 0.93 | 96% |
| Returns for 1 year | 7.11 | 5.82 | 122% |
| Returns for 3 years | -9.70 | 1.65 | -589% |
| Returns for 5 years | -5.35 | 26.86 | -20% |
| Returns for 10 years | N/A | 49.19 | - |
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