JMVRX
Price
$39.21
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
JVMTX
Price
$29.59
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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Analysis and predictions JMVRX vs JVMTX

Header iconJMVRX vs JVMTX Comparison
Open Charts JMVRX vs JVMTXBanner 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 R4
Price$29.59
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JMVRX vs JVMTX Comparison Chart

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VS
JMVRX vs. JVMTX commentary
Apr 14, 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 Hold.

FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. JMVRX (14B). 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 (1.11) is less costly to investors than JMVRX (0.84). 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 : 20.61 vs. JMVRX (16.12). JVMTX return over 5 years is better than : 50.40 vs. JMVRX (8.29).
JMVRXJVMTXJMVRX / JVMTX
Total Expense Ratio0.751.0075%
Annual Report Gross Expense Ratio0.841.1176%
Fund Existence8 years11 years-
Gain YTD9.3118.230113%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14B23.4B60%
Annual Yield % from dividends1.170.73161%
Returns for 1 year16.1220.6178%
Returns for 3 years-5.9612.61-47%
Returns for 5 years8.2950.4016%
Returns for 10 yearsN/A65.17-
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