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JMVZX vs JVMCX
JMVZX vs JVMCX Comparison
Open Charts JMVZX vs JVMCX
JPMorgan Mid Cap Value R2
Price$31.41
Change-$0.09 (-0.29%)
VolumeN/A
Net Assets12.26B
JHancock Disciplined Value Mid Cap C
Price$24.96
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.89B
JMVZX vs JVMCX Comparison Chart
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JMVZX vs. JVMCX 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.9B vs. JMVZX (12.3B). JMVZX pays higher dividends than JVMCX: JMVZX (0.51) vs JVMCX (0.00). JMVZX was incepted earlier than JVMCX: JMVZX (17 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than JMVZX (1.46). JVMCX is a more actively managed with annual turnover of: 47.00 vs. JMVZX (28.00). JMVZX has a lower initial minimum investment than JVMCX: JMVZX (0) vs JVMCX (1000). JMVZX annual gain was more profitable for investors over the last year : -7.91 vs. JVMCX (-9.17). JVMCX return over 5 years is better than : 48.07 vs. JMVZX (14.18).
| JMVZX | JVMCX | JMVZX / JVMCX | |
| Total Expense Ratio | 1.35 | 1.87 | 72% |
| Annual Report Gross Expense Ratio | 1.46 | 1.88 | 78% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -3.175 | -1.344 | 236% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -7.91 | -9.17 | 86% |
| Returns for 3 years | -8.87 | 3.89 | -228% |
| Returns for 5 years | 14.18 | 48.07 | 30% |
| Returns for 10 years | -9.41 | 22.01 | -43% |
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