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JMVSX vs JVMCX
JMVSX vs JVMCX Comparison
Open Charts JMVSX vs JVMCX
JPMorgan Mid Cap Value I
Price$40.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap C
Price$28.59
Change-$0.18 (-0.63%)
VolumeN/A
CapitalizationN/A
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JMVSX vs JVMCX Comparison Chart
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JMVSX vs. JVMCX commentary
Sep 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 JMVSX is a Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.1B vs. JMVSX (13.7B). JMVSX pays higher dividends than JVMCX: JMVSX (1.05) vs JVMCX (0.01). JMVSX was incepted earlier than JVMCX: JMVSX (23 years) vs JVMCX (13 years). JVMCX is a more actively managed with annual turnover of: 41.00 vs. JMVSX (12.00). JVMCX has a lower initial minimum investment than JMVSX: JVMCX (1000) vs JMVSX (1000000). JMVSX annual gain was more profitable for investors over the last year : 17.51 vs. JVMCX (14.99). JVMCX return over 5 years is better than : 37.53 vs. JMVSX (6.88).
| JMVSX | JVMCX | JMVSX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 12.819 | 9.336 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 23.1B | 59% |
| Annual Yield % from dividends | 1.05 | 0.01 | 7,391% |
| Returns for 1 year | 17.51 | 14.99 | 117% |
| Returns for 3 years | -7.97 | 7.77 | -103% |
| Returns for 5 years | 6.88 | 37.53 | 18% |
| Returns for 10 years | 12.86 | 47.55 | 27% |
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