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JMVRX vs JVMTX
JMVRX vs JVMTX Comparison
Open Charts JMVRX vs JVMTX
JPMorgan Mid Cap Value R5
Price$42.07
Change+$0.13 (+0.31%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.28
Change+$0.04 (+0.13%)
VolumeN/A
CapitalizationN/A
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JMVRX vs JVMTX Comparison Chart
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JMVRX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. JMVRX (14.1B). JMVRX pays higher dividends than JVMTX: JMVRX (1.17) vs JVMTX (0.73). JMVRX was incepted earlier than JVMTX: JMVRX (8 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. JMVRX (12.00). JMVRX (0) and JVMTX (0) have matching initial minimum investment requirements. JMVRX annual gain was more profitable for investors over the last year : 23.69 vs. JVMTX (22.10). JVMTX return over 5 years is better than : 50.01 vs. JMVRX (12.21).
| JMVRX | JVMTX | JMVRX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 16.922 | 14.265 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 23.9B | 59% |
| Annual Yield % from dividends | 1.17 | 0.73 | 161% |
| Returns for 1 year | 23.69 | 22.10 | 107% |
| Returns for 3 years | -7.49 | 9.74 | -77% |
| Returns for 5 years | 12.21 | 50.01 | 24% |
| Returns for 10 years | N/A | 77.06 | - |
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