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JMVRX vs JVMRX
JMVRX vs JVMRX Comparison
Open Charts JMVRX vs JVMRX
JPMorgan Mid Cap Value R5
Price$35.04
Change-$0.14 (-0.40%)
VolumeN/A
Net Assets12.15B
JHancock Disciplined Value Mid Cap R6
Price$25.85
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets20.25B
JMVRX vs JVMRX Comparison Chart
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JMVRX vs. JVMRX commentary
May 02, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.2B vs. JMVRX (12.2B). JMVRX (0.99) and JVMRX (0.96) have matching dividends . JMVRX was incepted earlier than JVMRX: JMVRX (9 years) vs JVMRX (14 years). JMVRX (0.79) and JVMRX (0.76) have similar cost to investors . JVMRX is a more actively managed with annual turnover of: 47.00 vs. JMVRX (28.00). JMVRX has a lower initial minimum investment than JVMRX: JMVRX (0) vs JVMRX (1000000). JMVRX annual gain was more profitable for investors over the last year : -3.77 vs. JVMRX (-7.39). JVMRX return over 5 years is better than : 56.12 vs. JMVRX (24.65).
| JMVRX | JVMRX | JMVRX / JVMRX | |
| Total Expense Ratio | 0.70 | 0.75 | 93% |
| Annual Report Gross Expense Ratio | 0.79 | 0.76 | 104% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -4.037 | -4.195 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 20.2B | 60% |
| Annual Yield % from dividends | 0.99 | 0.96 | 103% |
| Returns for 1 year | -3.77 | -7.39 | 51% |
| Returns for 3 years | -8.67 | 0.65 | -1,339% |
| Returns for 5 years | 24.65 | 56.12 | 44% |
| Returns for 10 years | N/A | 29.07 | - |
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