JMVSX
Price
$36.14
Change
+$0.06 (+0.17%)
Updated
Dec 23 closing price
JVMAX
Price
$25.48
Change
-$3.16 (-11.03%)
Updated
Dec 23 closing price
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JMVSX vs JVMAX

Header iconJMVSX vs JVMAX Comparison
Open Charts JMVSX vs JVMAXBanner chart's image
JPMorgan Mid Cap Value I
Price$36.14
Change+$0.06 (+0.17%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$25.48
Change-$3.16 (-11.03%)
VolumeN/A
CapitalizationN/A
JMVSX vs JVMAX Comparison Chart
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VS
JMVSX vs. JVMAX commentary
Dec 24, 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 JMVSX is a Buy and JVMAX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.3B vs. JMVSX (13.2B). JMVSX pays higher dividends than JVMAX: JMVSX (1.05) vs JVMAX (0.67). JMVSX was incepted earlier than JVMAX: JMVSX (23 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. JMVSX (12.00). JVMAX has a lower initial minimum investment than JMVSX: JVMAX (1000) vs JMVSX (1000000). JMVSX annual gain was more profitable for investors over the last year : 3.93 vs. JVMAX (-1.02). JVMAX return over 5 years is better than : 21.57 vs. JMVSX (-3.76).
JMVSXJVMAXJMVSX / JVMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years28 years-
Gain YTD3.458-1.363-254%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets13.2B20.3B65%
Annual Yield % from dividends1.050.67157%
Returns for 1 year3.93-1.02-385%
Returns for 3 years-7.95-0.372,153%
Returns for 5 years-3.7621.57-17%
Returns for 10 years4.1934.4312%
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