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JMVQX vs JVMRX
JMVQX vs JVMRX Comparison
Open Charts JMVQX vs JVMRX
JPMorgan Mid Cap Value R4
Price$35.98
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets12.26B
JHancock Disciplined Value Mid Cap R6
Price$28.90
Change-$0.05 (-0.17%)
VolumeN/A
Net Assets23.23B
JMVQX vs JVMRX Comparison Chart in %
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JMVQX vs. JVMRX commentary
Aug 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 JMVQX is a StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. JMVQX (12.3B). JVMRX pays higher dividends than JMVQX: JVMRX (0.86) vs JMVQX (0.82). JMVQX was incepted earlier than JVMRX: JMVQX (9 years) vs JVMRX (14 years). JMVQX (0.94) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. JMVQX (28.00). 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 : 1.74 vs. JMVQX (-2.73). JVMRX return over 5 years is better than : 47.75 vs. JMVQX (10.49).
| JMVQX | JVMRX | JMVQX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.94 | 0.76 | 124% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 1.291 | 7.461 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 23.2B | 53% |
| Annual Yield % from dividends | 0.82 | 0.86 | 95% |
| Returns for 1 year | -2.73 | 1.74 | -156% |
| Returns for 3 years | -6.43 | 10.94 | -59% |
| Returns for 5 years | 10.49 | 47.75 | 22% |
| Returns for 10 years | N/A | 44.50 | - |
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