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JMVZX vs JVMAX
JMVZX vs JVMAX Comparison
Open Charts JMVZX vs JVMAX
JPMorgan Mid Cap Value R2
Price$31.41
Change-$0.09 (-0.29%)
VolumeN/A
Net Assets12.26B
JHancock Disciplined Value Mid Cap A
Price$25.14
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.89B
JMVZX vs JVMAX Comparison Chart
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JMVZX vs. JVMAX commentary
May 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 JMVZX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.9B vs. JMVZX (12.3B). JVMAX pays higher dividends than JMVZX: JVMAX (0.63) vs JMVZX (0.51). JMVZX was incepted earlier than JVMAX: JMVZX (17 years) vs JVMAX (28 years). JMVZX (1.46) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. JMVZX (28.00). 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 : -7.91 vs. JVMAX (-8.42). JVMAX return over 5 years is better than : 51.71 vs. JMVZX (14.18).
| JMVZX | JVMAX | JMVZX / JVMAX | |
| Total Expense Ratio | 1.35 | 1.12 | 121% |
| Annual Report Gross Expense Ratio | 1.46 | 1.13 | 129% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | -3.175 | -1.101 | 288% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 20.9B | 59% |
| Annual Yield % from dividends | 0.51 | 0.63 | 81% |
| Returns for 1 year | -7.91 | -8.42 | 94% |
| Returns for 3 years | -8.87 | 5.51 | -161% |
| Returns for 5 years | 14.18 | 51.71 | 27% |
| Returns for 10 years | -9.41 | 28.25 | -33% |
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