Ad is loading...
JMVQX vs JVMRX
JMVQX vs JVMRX Comparison
Open Charts JMVQX vs JVMRX
JPMorgan Mid Cap Value R4
Price$35.65
Change-$1.04 (-2.83%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.04
Change-$0.95 (-3.07%)
VolumeN/A
CapitalizationN/A
JMVQX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVQX vs. JVMRX commentary
Dec 19, 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 JMVQX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. JMVQX (13.5B). JMVQX pays higher dividends than JVMRX: JMVQX (1.13) vs JVMRX (0.93). JMVQX was incepted earlier than JVMRX: JMVQX (8 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. JMVQX (12.00). JMVQX has a lower initial minimum investment than JVMRX: JMVQX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 11.22 vs. JMVQX (5.92). JVMRX return over 5 years is better than : 42.46 vs. JMVQX (-2.46).
| JMVQX | JVMRX | JMVQX / 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 | 4.889 | 13.268 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 23.4B | 58% |
| Annual Yield % from dividends | 1.13 | 0.93 | 121% |
| Returns for 1 year | 5.92 | 11.22 | 53% |
| Returns for 3 years | -5.47 | 18.01 | -30% |
| Returns for 5 years | -2.46 | 42.46 | -6% |
| Returns for 10 years | N/A | 61.86 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers