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JMVRX vs JVMRX
JMVRX vs JVMRX Comparison
Open Charts JMVRX vs JVMRX
JPMorgan Mid Cap Value R5
Price$35.98
Change-$0.79 (-2.15%)
VolumeN/A
Net Assets12.62B
JHancock Disciplined Value Mid Cap R6
Price$27.29
Change-$0.60 (-2.15%)
VolumeN/A
Net Assets21.79B
JMVRX vs JVMRX Comparison Chart
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JMVRX vs. JVMRX commentary
May 22, 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: 21.8B vs. JMVRX (12.6B). 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 : -3.45 vs. JVMRX (-4.12). JVMRX return over 5 years is better than : 62.66 vs. JMVRX (27.44).
| 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 | 0.300 | 3.526 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 21.8B | 58% |
| Annual Yield % from dividends | 0.99 | 0.96 | 103% |
| Returns for 1 year | -3.45 | -4.12 | 84% |
| Returns for 3 years | -0.49 | 13.26 | -4% |
| Returns for 5 years | 27.44 | 62.66 | 44% |
| Returns for 10 years | N/A | 37.64 | - |
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