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JMVRX vs JVMTX
JMVRX vs JVMTX Comparison
Open Charts JMVRX vs JVMTX
JPMorgan Mid Cap Value R5
Price$35.68
Change+$0.27 (+0.76%)
VolumeN/A
Net Assets12.22B
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
JMVRX vs JVMTX Comparison Chart
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JMVRX vs. JVMTX commentary
May 09, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.6B vs. JMVRX (12.2B). JMVRX pays higher dividends than JVMTX: JMVRX (0.99) vs JVMTX (0.71). JMVRX was incepted earlier than JVMTX: JMVRX (9 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than JMVRX (0.79). JVMTX is a more actively managed with annual turnover of: 47.00 vs. JMVRX (28.00). JMVRX (0) and JVMTX (0) have matching initial minimum investment requirements. JMVRX annual gain was more profitable for investors over the last year : -5.72 vs. JVMTX (-8.15). JVMTX return over 5 years is better than : 52.25 vs. JMVRX (22.32).
| JMVRX | JVMTX | JMVRX / JVMTX | |
| Total Expense Ratio | 0.70 | 1.00 | 70% |
| Annual Report Gross Expense Ratio | 0.79 | 1.11 | 71% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | -3.410 | -2.304 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 20.6B | 59% |
| Annual Yield % from dividends | 0.99 | 0.71 | 140% |
| Returns for 1 year | -5.72 | -8.15 | 70% |
| Returns for 3 years | -6.15 | 5.30 | -116% |
| Returns for 5 years | 22.32 | 52.25 | 43% |
| Returns for 10 years | N/A | 29.98 | - |
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