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JMVZX vs JVMAX
JMVZX vs JVMAX Comparison
Open Charts JMVZX vs JVMAX
JPMorgan Mid Cap Value R2
Price$32.33
Change-$0.95 (-2.85%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
JMVZX vs JVMAX Comparison Chart
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JMVZX vs. JVMAX commentary
Dec 19, 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 JMVZX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. JMVZX (13.5B). 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). JVMAX annual gain was more profitable for investors over the last year : 10.66 vs. JMVZX (4.35). JVMAX return over 5 years is better than : 39.81 vs. JMVZX (-7.80).
| 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 | 3.354 | 12.851 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 23.4B | 58% |
| Annual Yield % from dividends | 0.75 | 0.67 | 113% |
| Returns for 1 year | 4.35 | 10.66 | 41% |
| Returns for 3 years | -8.52 | 16.69 | -51% |
| Returns for 5 years | -7.80 | 39.81 | -20% |
| Returns for 10 years | -2.11 | 55.64 | -4% |
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