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JMVQX vs JVMRX
JMVQX vs JVMRX Comparison
Open Charts JMVQX vs JVMRX
JPMorgan Mid Cap Value R4
Price$37.06
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets12.2B
JHancock Disciplined Value Mid Cap R6
Price$30.08
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets24.11B
JMVQX vs JVMRX Comparison Chart in %
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JMVQX vs. JVMRX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. JMVQX (12.2B). JVMRX (0.84) and JMVQX (0.81) have matching dividends . JMVQX was incepted earlier than JVMRX: JMVQX (9 years) vs JVMRX (14 years). JMVQX (0.94) is less costly to investors than JVMRX (0.75). 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 : -0.95 vs. JMVQX (-5.90). JVMRX return over 5 years is better than : 49.17 vs. JMVQX (10.89).
| JMVQX | JVMRX | JMVQX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 0.94 | 0.75 | 125% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 3.788 | 11.136 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 24.1B | 51% |
| Annual Yield % from dividends | 0.81 | 0.84 | 96% |
| Returns for 1 year | -5.90 | -0.95 | 621% |
| Returns for 3 years | 9.38 | 29.92 | 31% |
| Returns for 5 years | 10.89 | 49.17 | 22% |
| Returns for 10 years | N/A | 54.96 | - |
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