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JMVQX vs JVMRX
JMVQX vs JVMRX Comparison
Open Charts JMVQX vs JVMRX
JPMorgan Mid Cap Value R4
Price$41.26
Change-$0.09 (-0.22%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$31.39
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
JMVQX vs JVMRX Comparison Chart
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JMVQX vs. JVMRX commentary
Nov 18, 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: 23.8B vs. JMVQX (14.1B). 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 (22.46) and JVMRX (21.74) have marching annual gain over last year. JVMRX return over 5 years is better than : 45.54 vs. JMVQX (7.88).
| 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 | 17.953 | 14.730 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 23.8B | 59% |
| Annual Yield % from dividends | 1.13 | 0.93 | 121% |
| Returns for 1 year | 22.46 | 21.74 | 103% |
| Returns for 3 years | -11.04 | 7.78 | -142% |
| Returns for 5 years | 7.88 | 45.54 | 17% |
| Returns for 10 years | N/A | 63.39 | - |
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