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JMVZX vs JVMAX
JMVZX vs JVMAX Comparison
Open Charts JMVZX vs JVMAX
JPMorgan Mid Cap Value R2
Price$29.88
Change+$0.42 (+1.43%)
VolumeN/A
Net Assets11.62B
JHancock Disciplined Value Mid Cap A
Price$23.31
Change+$0.35 (+1.52%)
VolumeN/A
Net Assets19.24B
JMVZX vs JVMAX Comparison Chart
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JMVZX vs. JVMAX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.2B vs. JMVZX (11.6B). JVMAX pays higher dividends than JMVZX: JVMAX (0.61) vs JMVZX (0.50). JMVZX was incepted earlier than JVMAX: JMVZX (16 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 : -12.20 vs. JVMAX (-15.78). JVMAX return over 5 years is better than : 41.84 vs. JMVZX (7.06).
| JMVZX | JVMAX | JMVZX / JVMAX | |
| Total Expense Ratio | 1.35 | 1.12 | 121% |
| Annual Report Gross Expense Ratio | 1.46 | 1.13 | 129% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | -9.186 | -9.677 | 95% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 19.2B | 60% |
| Annual Yield % from dividends | 0.50 | 0.61 | 82% |
| Returns for 1 year | -12.20 | -15.78 | 77% |
| Returns for 3 years | -19.59 | -9.52 | 206% |
| Returns for 5 years | 7.06 | 41.84 | 17% |
| Returns for 10 years | -15.99 | 16.95 | -94% |
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