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JMVQX vs JVMTX
JMVQX vs JVMTX Comparison
Open Charts JMVQX vs JVMTX
JPMorgan Mid Cap Value R4
Price$39.76
Change-$0.17 (-0.43%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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JMVQX vs JVMTX Comparison Chart
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JMVQX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. JMVQX (13.9B). JMVQX pays higher dividends than JVMTX: JMVQX (1.13) vs JVMTX (0.73). JMVQX was incepted earlier than JVMTX: JMVQX (8 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. JMVQX (12.00). JMVQX (0) and JVMTX (0) have matching initial minimum investment requirements. JMVQX annual gain was more profitable for investors over the last year : 17.46 vs. JVMTX (16.17). JVMTX return over 5 years is better than : 42.36 vs. JMVQX (6.52).
| JMVQX | JVMTX | JMVQX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 12.807 | 10.022 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 23.4B | 59% |
| Annual Yield % from dividends | 1.13 | 0.73 | 156% |
| Returns for 1 year | 17.46 | 16.17 | 108% |
| Returns for 3 years | -8.23 | 10.42 | -79% |
| Returns for 5 years | 6.52 | 42.36 | 15% |
| Returns for 10 years | N/A | 58.91 | - |
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