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JMVPX vs JVMRX
JMVPX vs JVMRX Comparison
Open Charts JMVPX vs JVMRX
JPMorgan Mid Cap Value R3
Price$40.16
Change-$0.09 (-0.22%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$31.39
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
JMVPX vs JVMRX Comparison Chart
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JMVPX vs. JVMRX commentary
Nov 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. JMVPX (14.1B). 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 (22.02) and JVMRX (21.74) have marching annual gain over last year. JVMRX return over 5 years is better than : 45.54 vs. JMVPX (5.94).
| 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 | 17.702 | 14.730 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 23.8B | 59% |
| Annual Yield % from dividends | 0.89 | 0.93 | 96% |
| Returns for 1 year | 22.02 | 21.74 | 101% |
| Returns for 3 years | -12.05 | 7.78 | -155% |
| Returns for 5 years | 5.94 | 45.54 | 13% |
| Returns for 10 years | N/A | 63.39 | - |
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