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JMVQX vs JVMRX
JMVQX vs JVMRX Comparison
Open Charts JMVQX vs JVMRX
JPMorgan Mid Cap Value R4
Price$33.14
Change+$0.35 (+1.07%)
VolumeN/A
Net Assets11.73B
JHancock Disciplined Value Mid Cap R6
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
JMVQX vs JVMRX Comparison Chart
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JMVQX vs. JVMRX commentary
Apr 18, 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 Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.4B vs. JMVQX (11.7B). JVMRX pays higher dividends than JMVQX: JVMRX (0.94) vs JMVQX (0.85). 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: 47.00 vs. JMVQX (28.00). JMVQX has a lower initial minimum investment than JVMRX: JMVQX (0) vs JVMRX (1000000). JMVQX annual gain was more profitable for investors over the last year : -7.26 vs. JVMRX (-10.95). JVMRX return over 5 years is better than : 49.07 vs. JMVQX (16.34).
| 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 | -7.997 | -8.463 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 19.4B | 60% |
| Annual Yield % from dividends | 0.85 | 0.94 | 91% |
| Returns for 1 year | -7.26 | -10.95 | 66% |
| Returns for 3 years | -16.38 | -7.58 | 216% |
| Returns for 5 years | 16.34 | 49.07 | 33% |
| Returns for 10 years | N/A | 23.85 | - |
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