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JMVZX vs JVMAX
JMVZX vs JVMAX Comparison
Open Charts JMVZX vs JVMAX
JPMorgan Mid Cap Value R2
Price$33.72
Change+$0.33 (+0.99%)
VolumeN/A
Net Assets13.4B
JHancock Disciplined Value Mid Cap A
Price$26.59
Change+$0.24 (+0.91%)
VolumeN/A
Net Assets23.09B
JMVZX vs JVMAX Comparison Chart
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JMVZX vs. JVMAX commentary
Jan 31, 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 Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. JMVZX (13.4B). 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 : 5.83 vs. JVMAX (3.68). JVMAX return over 5 years is better than : 28.55 vs. JMVZX (-3.85).
| 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 | 3.946 | 3.659 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 23.1B | 58% |
| Annual Yield % from dividends | 0.75 | 0.67 | 113% |
| Returns for 1 year | 5.83 | 3.68 | 159% |
| Returns for 3 years | -8.09 | 3.11 | -260% |
| Returns for 5 years | -3.85 | 28.55 | -13% |
| Returns for 10 years | 0.62 | 41.55 | 2% |
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