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JMVSX vs JVMRX
JMVSX vs JVMRX Comparison
Open Charts JMVSX vs JVMRX
JPMorgan Mid Cap Value I
Price$40.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.62
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JMVSX vs JVMRX Comparison Chart
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JMVSX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. JMVSX (13.7B). JMVSX pays higher dividends than JVMRX: JMVSX (1.05) vs JVMRX (0.93). JMVSX was incepted earlier than JVMRX: JMVSX (23 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. JMVSX (12.00). JMVSX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JMVSX annual gain was more profitable for investors over the last year : 17.51 vs. JVMRX (16.48). JVMRX return over 5 years is better than : 43.53 vs. JMVSX (6.88).
| JMVSX | JVMRX | JMVSX / JVMRX | |
| 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 | 10.234 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 23.1B | 59% |
| Annual Yield % from dividends | 1.05 | 0.93 | 112% |
| Returns for 1 year | 17.51 | 16.48 | 106% |
| Returns for 3 years | -7.97 | 10.98 | -73% |
| Returns for 5 years | 6.88 | 43.53 | 16% |
| Returns for 10 years | 12.86 | 61.39 | 21% |
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