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JMVPX vs JVMRX
JMVPX vs JVMRX Comparison
Open Charts JMVPX vs JVMRX
JPMorgan Mid Cap Value R3
Price$33.57
Change-$0.10 (-0.30%)
VolumeN/A
Net Assets12.26B
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
JMVPX vs JVMRX Comparison Chart
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JMVPX vs. JVMRX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.9B vs. JMVPX (12.3B). JVMRX pays higher dividends than JMVPX: JVMRX (0.96) vs JMVPX (0.67). 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 : -7.05 vs. JVMRX (-7.52). JVMRX return over 5 years is better than : 55.51 vs. JMVPX (18.32).
| 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 | -3.117 | -0.965 | 323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 20.9B | 59% |
| Annual Yield % from dividends | 0.67 | 0.96 | 70% |
| Returns for 1 year | -7.05 | -7.52 | 94% |
| Returns for 3 years | -6.92 | 7.37 | -94% |
| Returns for 5 years | 18.32 | 55.51 | 33% |
| Returns for 10 years | N/A | 34.25 | - |
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