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JMVRX vs JVMRX
JMVRX vs JVMRX Comparison
Open Charts JMVRX vs JVMRX
JPMorgan Mid Cap Value R5
Price$36.29
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets12.73B
JHancock Disciplined Value Mid Cap R6
Price$26.77
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets21.33B
JMVRX vs JVMRX Comparison Chart
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JMVRX vs. JVMRX commentary
Mar 28, 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: 21.3B vs. JMVRX (12.7B). JMVRX (0.94) and JVMRX (0.91) 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 : -4.30 vs. JVMRX (-7.68). JVMRX return over 5 years is better than : 77.82 vs. JMVRX (40.72).
| 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 | -0.927 | -0.594 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 21.3B | 60% |
| Annual Yield % from dividends | 0.94 | 0.91 | 104% |
| Returns for 1 year | -4.30 | -7.68 | 56% |
| Returns for 3 years | -10.65 | -2.19 | 486% |
| Returns for 5 years | 40.72 | 77.82 | 52% |
| Returns for 10 years | N/A | 36.19 | - |
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