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JMVRX vs JVMTX
JMVRX vs JVMTX Comparison
Open Charts JMVRX vs JVMTX
JPMorgan Mid Cap Value R5
Price$36.77
Change+$0.50 (+1.38%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.16
Change+$0.33 (+1.11%)
VolumeN/A
CapitalizationN/A
JMVRX vs JVMTX Comparison Chart
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JMVRX vs. JVMTX commentary
Dec 21, 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: 22.6B vs. JMVRX (13.1B). 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. JVMTX annual gain was more profitable for investors over the last year : 11.85 vs. JMVRX (3.00). JVMTX return over 5 years is better than : 38.08 vs. JMVRX (-4.25).
| 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 | 2.198 | 11.074 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 22.6B | 58% |
| Annual Yield % from dividends | 1.17 | 0.73 | 161% |
| Returns for 1 year | 3.00 | 11.85 | 25% |
| Returns for 3 years | -7.67 | 14.48 | -53% |
| Returns for 5 years | -4.25 | 38.08 | -11% |
| Returns for 10 years | N/A | 55.25 | - |
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