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JMVZX vs JVMAX
JMVZX vs JVMAX Comparison
Open Charts JMVZX vs JVMAX
JPMorgan Mid Cap Value R2
Price$31.83
Change-$0.75 (-2.30%)
VolumeN/A
Net Assets13.01B
JHancock Disciplined Value Mid Cap A
Price$25.03
Change-$0.52 (-2.04%)
VolumeN/A
Net Assets22.15B
JMVZX vs JVMAX Comparison Chart
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JMVZX vs. JVMAX commentary
Mar 05, 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 JMVZX is a Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.1B vs. JMVZX (13B). JMVZX pays higher dividends than JVMAX: JMVZX (0.75) vs JVMAX (0.67). JMVZX was incepted earlier than JVMAX: JMVZX (16 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. JMVZX (12.00). JMVZX has a lower initial minimum investment than JVMAX: JMVZX (0) vs JVMAX (1000). JMVZX annual gain was more profitable for investors over the last year : -5.16 vs. JVMAX (-6.22). JVMAX return over 5 years is better than : 37.02 vs. JMVZX (-0.93).
| JMVZX | JVMAX | JMVZX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | -1.880 | 0.511 | -368% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 22.1B | 59% |
| Annual Yield % from dividends | 0.75 | 0.67 | 113% |
| Returns for 1 year | -5.16 | -6.22 | 83% |
| Returns for 3 years | -12.41 | 1.11 | -1,115% |
| Returns for 5 years | -0.93 | 37.02 | -3% |
| Returns for 10 years | -7.27 | 32.70 | -22% |
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