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JMVPX vs JVMRX
JMVPX vs JVMRX Comparison
Open Charts JMVPX vs JVMRX
JPMorgan Mid Cap Value R3
Price$34.97
Change-$0.55 (-1.55%)
VolumeN/A
Net Assets13.09B
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
JMVPX vs JVMRX Comparison Chart
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JMVPX vs. JVMRX commentary
Feb 23, 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 Hold and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. JMVPX (13.1B). 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 : 0.21 vs. JVMRX (-1.71). JVMRX return over 5 years is better than : 25.72 vs. JMVPX (-6.20).
| 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 | 0.924 | 2.079 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 22.5B | 58% |
| Annual Yield % from dividends | 0.89 | 0.93 | 96% |
| Returns for 1 year | 0.21 | -1.71 | -13% |
| Returns for 3 years | -7.78 | 4.02 | -194% |
| Returns for 5 years | -6.20 | 25.72 | -24% |
| Returns for 10 years | N/A | 38.31 | - |
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