Ad is loading...
JMVRX vs JVMRX
JMVRX vs JVMRX Comparison
Open Charts JMVRX vs JVMRX
JPMorgan Mid Cap Value R5
Price$42.07
Change+$0.13 (+0.31%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$31.37
Change+$0.04 (+0.13%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JMVRX vs JVMRX Comparison Chart
Loading...
JMVRX vs. JVMRX commentary
Oct 18, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. JMVRX (14.1B). JMVRX pays higher dividends than JVMRX: JMVRX (1.17) vs JVMRX (0.93). JMVRX was incepted earlier than JVMRX: JMVRX (8 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. JMVRX (12.00). 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 : 23.69 vs. JVMRX (22.45). JVMRX return over 5 years is better than : 51.27 vs. JMVRX (12.21).
| JMVRX | JVMRX | JMVRX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 16.922 | 14.510 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 23.9B | 59% |
| Annual Yield % from dividends | 1.17 | 0.93 | 125% |
| Returns for 1 year | 23.69 | 22.45 | 106% |
| Returns for 3 years | -7.49 | 10.30 | -73% |
| Returns for 5 years | 12.21 | 51.27 | 24% |
| Returns for 10 years | N/A | 79.76 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...