JMVRX
Price
$36.97
Change
-$0.00 (-0.00%)
Updated
Feb 22, 6:59 PM EST
JVMRX
Price
$28.24
Change
-$0.00 (-0.00%)
Updated
Feb 22, 6:59 PM EST
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Compare trend and price JMVRX vs JVMRX

Header iconJMVRX vs JVMRX Comparison
Open Charts JMVRX vs JVMRXBanner chart's image
JPMorgan Mid Cap Value R5
Price$36.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$28.24
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JMVRX vs JVMRX Comparison Chart

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JMVRX vs. JVMRX commentary
Feb 23, 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 Hold.

FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22B vs. JMVRX (13.3B). JMVRX pays higher dividends than JVMRX: JMVRX (1.28) vs JVMRX (1.03). JMVRX was incepted earlier than JVMRX: JMVRX (7 years) vs JVMRX (12 years). JMVRX (0.84) is less costly to investors than JVMRX (0.76). 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). JVMRX annual gain was more profitable for investors over the last year : 10.37 vs. JMVRX (4.86). JVMRX return over 5 years is better than : 44.88 vs. JMVRX (3.75).
JMVRXJVMRXJMVRX / JVMRX
Total Expense Ratio0.750.75100%
Annual Report Gross Expense Ratio0.840.76111%
Fund Existence7 years12 years-
Gain YTD3.0673.21695%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.3B22B60%
Annual Yield % from dividends1.281.03124%
Returns for 1 year4.8610.3747%
Returns for 3 years-4.7214.61-32%
Returns for 5 years3.7544.888%
Returns for 10 yearsN/A62.83-
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