JMVRX
Price
$39.21
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
JVMSX
Price
$29.47
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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Compare predictions JMVRX vs JVMSX

Header iconJMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSXBanner chart's image
JPMorgan Mid Cap Value R5
Price$39.21
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$29.47
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JMVRX vs JVMSX Comparison Chart

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VS
JMVRX vs. JVMSX commentary
Apr 15, 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 JVMSX is a Hold.

FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. JMVRX (14B). JMVRX pays higher dividends than JVMSX: JMVRX (1.17) vs JVMSX (0.52). JMVRX was incepted earlier than JVMSX: JMVRX (8 years) vs JVMSX (12 years). JVMSX (1.26) is less costly to investors than JMVRX (0.84). JVMSX is a more actively managed with annual turnover of: 41.00 vs. JMVRX (12.00). JMVRX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 20.29 vs. JMVRX (16.12). JVMSX return over 5 years is better than : 48.75 vs. JMVRX (8.29).
JMVRXJVMSXJMVRX / JVMSX
Total Expense Ratio0.751.2560%
Annual Report Gross Expense Ratio0.841.2667%
Fund Existence8 years12 years-
Gain YTD9.3118.147114%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14B23.4B60%
Annual Yield % from dividends1.170.52224%
Returns for 1 year16.1220.2979%
Returns for 3 years-5.9611.69-51%
Returns for 5 years8.2948.7517%
Returns for 10 yearsN/A62.06-
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