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JMVSX vs JVMAX
JMVSX vs JVMAX Comparison
Open Charts JMVSX vs JVMAX
JPMorgan Mid Cap Value I
Price$36.32
Change-$0.56 (-1.52%)
VolumeN/A
Net Assets13.09B
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
JMVSX vs JVMAX Comparison Chart
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JMVSX vs. JVMAX commentary
Feb 23, 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 JMVSX is a Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. JMVSX (13.1B). 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 : 0.88 vs. JVMAX (-2.62). JVMAX return over 5 years is better than : 22.67 vs. JMVSX (-3.87).
| JMVSX | JVMAX | JMVSX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 0.973 | 2.046 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 22.5B | 58% |
| Annual Yield % from dividends | 1.05 | 0.67 | 157% |
| Returns for 1 year | 0.88 | -2.62 | -34% |
| Returns for 3 years | -6.44 | 2.26 | -285% |
| Returns for 5 years | -3.87 | 22.67 | -17% |
| Returns for 10 years | 2.10 | 32.20 | 7% |
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