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JMVSX vs JVMRX
JMVSX vs JVMRX Comparison
Open Charts JMVSX vs JVMRX
JPMorgan Mid Cap Value I
Price$36.96
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets13.41B
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
JMVSX vs JVMRX Comparison Chart
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JMVSX vs. JVMRX commentary
Jan 19, 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 Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. JMVSX (13.4B). 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 : 7.82 vs. JVMRX (5.82). JVMRX return over 5 years is better than : 26.86 vs. JMVSX (-2.99).
| 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 | 2.752 | 3.786 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 23.1B | 58% |
| Annual Yield % from dividends | 1.05 | 0.93 | 112% |
| Returns for 1 year | 7.82 | 5.82 | 135% |
| Returns for 3 years | -8.39 | 1.65 | -510% |
| Returns for 5 years | -2.99 | 26.86 | -11% |
| Returns for 10 years | 9.77 | 49.19 | 20% |
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