Ad is loading...
JMVQX vs JVMRX
JMVQX vs JVMRX Comparison
Open Charts JMVQX vs JVMRX
JPMorgan Mid Cap Value R4
Price$34.57
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets12.3B
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.83B
JMVQX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVQX vs. JVMRX commentary
May 10, 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: 20.8B vs. JMVQX (12.3B). JVMRX pays higher dividends than JMVQX: JVMRX (0.96) vs JMVQX (0.87). 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 : -6.25 vs. JVMRX (-7.83). JVMRX return over 5 years is better than : 54.99 vs. JMVQX (21.14).
| 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 | -2.722 | -1.299 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 20.8B | 59% |
| Annual Yield % from dividends | 0.87 | 0.96 | 90% |
| Returns for 1 year | -6.25 | -7.83 | 80% |
| Returns for 3 years | -5.54 | 7.00 | -79% |
| Returns for 5 years | 21.14 | 54.99 | 38% |
| Returns for 10 years | N/A | 33.80 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers