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JMVQX vs JVMRX
JMVQX vs JVMRX Comparison
Open Charts JMVQX vs JVMRX
JPMorgan Mid Cap Value R4
Price$39.76
Change-$0.17 (-0.43%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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JMVQX vs JVMRX Comparison Chart
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JMVQX vs. JVMRX commentary
Sep 21, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. JMVQX (13.9B). 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). JMVQX annual gain was more profitable for investors over the last year : 17.46 vs. JVMRX (16.48). JVMRX return over 5 years is better than : 43.53 vs. JMVQX (6.52).
| 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 | 12.807 | 10.234 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 23.4B | 59% |
| Annual Yield % from dividends | 1.13 | 0.93 | 121% |
| Returns for 1 year | 17.46 | 16.48 | 106% |
| Returns for 3 years | -8.23 | 10.98 | -75% |
| Returns for 5 years | 6.52 | 43.53 | 15% |
| Returns for 10 years | N/A | 61.39 | - |