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JMVQX vs JVMRX
JMVQX vs JVMRX Comparison
Open Charts JMVQX vs JVMRX
JPMorgan Mid Cap Value R4
Price$36.63
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets12.27B
JHancock Disciplined Value Mid Cap R6
Price$30.16
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets24.35B
JMVQX vs JVMRX Comparison Chart in %
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JMVQX vs. JVMRX commentary
Sep 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 Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. JMVQX (12.3B). JVMRX (0.84) and JMVQX (0.80) 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 : 0.73 vs. JMVQX (-6.47). JVMRX return over 5 years is better than : 56.71 vs. JMVQX (14.10).
| 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 | 2.750 | 11.990 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 24.3B | 51% |
| Annual Yield % from dividends | 0.80 | 0.84 | 95% |
| Returns for 1 year | -6.47 | 0.73 | -881% |
| Returns for 3 years | 2.40 | 25.62 | 9% |
| Returns for 5 years | 14.10 | 56.71 | 25% |
| Returns for 10 years | N/A | 60.74 | - |
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