Ad is loading...
JMVRX vs JVMCX
JMVRX vs JVMCX Comparison
Open Charts JMVRX vs JVMCX
JPMorgan Mid Cap Value R5
Price$35.68
Change+$0.27 (+0.76%)
VolumeN/A
Net Assets12.22B
JHancock Disciplined Value Mid Cap C
Price$24.88
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
JMVRX vs JVMCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. JVMCX commentary
May 09, 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 JMVRX is a Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.6B vs. JMVRX (12.2B). JMVRX pays higher dividends than JVMCX: JMVRX (0.99) vs JVMCX (0.00). JMVRX was incepted earlier than JVMCX: JMVRX (9 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than JMVRX (0.79). JVMCX is a more actively managed with annual turnover of: 47.00 vs. JMVRX (28.00). JMVRX has a lower initial minimum investment than JVMCX: JMVRX (0) vs JVMCX (1000). JMVRX annual gain was more profitable for investors over the last year : -6.00 vs. JVMCX (-9.51). JVMCX return over 5 years is better than : 46.17 vs. JMVRX (21.76).
| JMVRX | JVMCX | JMVRX / JVMCX | |
| Total Expense Ratio | 0.70 | 1.87 | 37% |
| Annual Report Gross Expense Ratio | 0.79 | 1.88 | 42% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -3.846 | -2.609 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 20.6B | 59% |
| Annual Yield % from dividends | 0.99 | 0.00 | - |
| Returns for 1 year | -6.00 | -9.51 | 63% |
| Returns for 3 years | -8.63 | 2.43 | -356% |
| Returns for 5 years | 21.76 | 46.17 | 47% |
| Returns for 10 years | N/A | 19.98 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers