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JMVYX vs JVMRX
JMVYX vs JVMRX Comparison
Open Charts JMVYX vs JVMRX
JPMorgan Mid Cap Value R6
Price$42.46
Change-$0.09 (-0.21%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$31.39
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
JMVYX vs JVMRX Comparison Chart
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JMVYX vs. JVMRX commentary
Nov 18, 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 JMVYX is a Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. JMVYX (14.1B). JMVYX pays higher dividends than JVMRX: JMVYX (1.25) vs JVMRX (0.93). JMVYX was incepted earlier than JVMRX: JMVYX (8 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. JMVYX (12.00). JVMRX has a lower initial minimum investment than JMVYX: JVMRX (1000000) vs JMVYX (15000000). JMVYX annual gain was more profitable for investors over the last year : 22.94 vs. JVMRX (21.74). JVMRX return over 5 years is better than : 45.54 vs. JMVYX (10.00).
| JMVYX | JVMRX | JMVYX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 18.240 | 14.730 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 23.8B | 59% |
| Annual Yield % from dividends | 1.25 | 0.93 | 134% |
| Returns for 1 year | 22.94 | 21.74 | 106% |
| Returns for 3 years | -9.94 | 7.78 | -128% |
| Returns for 5 years | 10.00 | 45.54 | 22% |
| Returns for 10 years | N/A | 63.39 | - |
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