JMVRX
Price
$39.21
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
JVMAX
Price
$28.11
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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Analysis and predictions JMVRX vs JVMAX

Header iconJMVRX vs JVMAX Comparison
Open Charts JMVRX vs JVMAXBanner chart's image
JPMorgan Mid Cap Value R5
Price$39.21
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.11
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JMVRX vs JVMAX Comparison Chart

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VS
JMVRX vs. JVMAX commentary
Apr 14, 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 JMVRX is a Buy and JVMAX is a Hold.

FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. JMVRX (14B). JMVRX pays higher dividends than JVMAX: JMVRX (1.17) vs JVMAX (0.67). JMVRX was incepted earlier than JVMAX: JMVRX (8 years) vs JVMAX (27 years). JVMAX (1.12) is less costly to investors than JMVRX (0.84). JVMAX is a more actively managed with annual turnover of: 41.00 vs. JMVRX (12.00). JMVRX has a lower initial minimum investment than JVMAX: JMVRX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 20.29 vs. JMVRX (16.12). JVMAX return over 5 years is better than : 48.55 vs. JMVRX (8.29).
JMVRXJVMAXJMVRX / JVMAX
Total Expense Ratio0.751.1168%
Annual Report Gross Expense Ratio0.841.1275%
Fund Existence8 years27 years-
Gain YTD9.3118.157114%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/A1000-
Net Assets14B23.4B60%
Annual Yield % from dividends1.170.67175%
Returns for 1 year16.1220.2979%
Returns for 3 years-5.9611.52-52%
Returns for 5 years8.2948.5517%
Returns for 10 yearsN/A61.00-
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