Ad is loading...
JMVYX vs JVMRX
JMVYX vs JVMRX Comparison
Open Charts JMVYX vs JVMRX
JPMorgan Mid Cap Value R6
Price$34.35
Change+$2.23 (+6.94%)
VolumeN/A
Net Assets11.19B
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
JMVYX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVYX vs. JVMRX commentary
Apr 11, 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 JMVYX is a Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.5B vs. JMVYX (11.2B). JMVYX pays higher dividends than JVMRX: JMVYX (1.06) vs JVMRX (0.94). JMVYX was incepted earlier than JVMRX: JMVYX (9 years) vs JVMRX (14 years). JVMRX (0.76) is less costly to investors than JMVYX (0.69). JVMRX is a more actively managed with annual turnover of: 47.00 vs. JMVYX (28.00). 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 : -15.81 vs. JVMRX (-20.09). JVMRX return over 5 years is better than : 39.55 vs. JMVYX (11.30).
| JMVYX | JVMRX | JMVYX / JVMRX | |
| Total Expense Ratio | 0.60 | 0.75 | 80% |
| Annual Report Gross Expense Ratio | 0.69 | 0.76 | 91% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -12.527 | -13.252 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 18.5B | 61% |
| Annual Yield % from dividends | 1.06 | 0.94 | 113% |
| Returns for 1 year | -15.81 | -20.09 | 79% |
| Returns for 3 years | -19.53 | -12.51 | 156% |
| Returns for 5 years | 11.30 | 39.55 | 29% |
| Returns for 10 years | N/A | 16.87 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers