Ad is loading...
JMVPX vs JVMRX
JMVPX vs JVMRX Comparison
Open Charts JMVPX vs JVMRX
JPMorgan Mid Cap Value R3
Price$31.48
Change-$0.89 (-2.75%)
VolumeN/A
Net Assets11.96B
JHancock Disciplined Value Mid Cap R6
Price$24.35
Change-$0.83 (-3.30%)
VolumeN/A
Net Assets19.9B
JMVPX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVPX vs. JVMRX commentary
Apr 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.9B vs. JMVPX (12B). JVMRX pays higher dividends than JMVPX: JVMRX (0.94) vs JMVPX (0.66). JMVPX was incepted earlier than JVMRX: JMVPX (9 years) vs JVMRX (14 years). JMVPX (1.19) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. JMVPX (28.00). 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 : -9.40 vs. JVMRX (-12.36). JVMRX return over 5 years is better than : 50.36 vs. JMVPX (14.09).
| JMVPX | JVMRX | JMVPX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.75 | 147% |
| Annual Report Gross Expense Ratio | 1.19 | 0.76 | 157% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -6.580 | -6.533 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 19.9B | 60% |
| Annual Yield % from dividends | 0.66 | 0.94 | 70% |
| Returns for 1 year | -9.40 | -12.36 | 76% |
| Returns for 3 years | -15.58 | -4.90 | 318% |
| Returns for 5 years | 14.09 | 50.36 | 28% |
| Returns for 10 years | N/A | 26.40 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PYLD | 25.71 | -0.16 | -0.62% |
| PIMCO Multisector Bond Active ETF | |||
| ADME | 42.62 | -0.83 | -1.90% |
| Aptus Drawdown Managed Equity ETF | |||
| HDRO | 25.82 | -0.58 | -2.19% |
| Defiance Next Gen H2 ETF | |||
| SMAY | 22.46 | -0.51 | -2.20% |
| FT Vest US Sm Cp Mod Buffr ETF- May | |||
| NIE | 20.55 | -0.77 | -3.61% |
| Virtus Equity & Convertible Income Fund | |||