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JMVZX vs JVMCX
JMVZX vs JVMCX Comparison
Open Charts JMVZX vs JVMCX
JPMorgan Mid Cap Value R2
Price$29.88
Change+$0.42 (+1.43%)
VolumeN/A
Net Assets11.62B
JHancock Disciplined Value Mid Cap C
Price$23.15
Change+$0.34 (+1.49%)
VolumeN/A
Net Assets19.24B
JMVZX vs JVMCX Comparison Chart
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JMVZX vs. JVMCX 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 JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 19.2B vs. JMVZX (11.6B). JMVZX pays higher dividends than JVMCX: JMVZX (0.50) vs JVMCX (0.00). JMVZX was incepted earlier than JVMCX: JMVZX (16 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 : -12.20 vs. JVMCX (-16.45). JVMCX return over 5 years is better than : 38.52 vs. JMVZX (7.06).
| JMVZX | JVMCX | JMVZX / JVMCX | |
| Total Expense Ratio | 1.35 | 1.87 | 72% |
| Annual Report Gross Expense Ratio | 1.46 | 1.88 | 78% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -9.186 | -9.842 | 93% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -12.20 | -16.45 | 74% |
| Returns for 3 years | -19.59 | -10.88 | 180% |
| Returns for 5 years | 7.06 | 38.52 | 18% |
| Returns for 10 years | -15.99 | 11.23 | -142% |
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