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JMVQX vs JVMRX
JMVQX vs JVMRX Comparison
Open Charts JMVQX vs JVMRX
JPMorgan Mid Cap Value R4
Price$35.05
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets12.35B
JHancock Disciplined Value Mid Cap R6
Price$27.58
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.46B
JMVQX vs JVMRX Comparison Chart
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JMVQX vs. JVMRX commentary
Jun 06, 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: 21.5B vs. JMVQX (12.3B). JVMRX pays higher dividends than JMVQX: JVMRX (0.91) vs JMVQX (0.85). 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). JVMRX (-3.44) and JMVQX (-3.56) have marching annual gain over last year. JVMRX return over 5 years is better than : 40.08 vs. JMVQX (6.36).
| 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 | -1.431 | 2.339 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 21.5B | 57% |
| Annual Yield % from dividends | 0.85 | 0.91 | 93% |
| Returns for 1 year | -3.56 | -3.44 | 103% |
| Returns for 3 years | -8.29 | 5.97 | -139% |
| Returns for 5 years | 6.36 | 40.08 | 16% |
| Returns for 10 years | N/A | 38.60 | - |
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