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JMVZX vs JVMRX
JMVZX vs JVMRX Comparison
Open Charts JMVZX vs JVMRX
JPMorgan Mid Cap Value R2
Price$31.83
Change-$0.75 (-2.30%)
VolumeN/A
Net Assets13.01B
JHancock Disciplined Value Mid Cap R6
Price$26.54
Change-$0.56 (-2.07%)
VolumeN/A
Net Assets22.15B
JMVZX vs JVMRX Comparison Chart
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JMVZX vs. JVMRX commentary
Mar 05, 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 Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.1B vs. JMVZX (13B). JVMRX pays higher dividends than JMVZX: JVMRX (0.93) vs JMVZX (0.75). JMVZX was incepted earlier than JVMRX: JMVZX (16 years) vs JVMRX (14 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. JMVZX (12.00). JMVZX has a lower initial minimum investment than JVMRX: JMVZX (0) vs JVMRX (1000000). JMVZX (-5.16) and JVMRX (-5.32) have marching annual gain over last year. JVMRX return over 5 years is better than : 40.55 vs. JMVZX (-0.93).
| JMVZX | JVMRX | JMVZX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -1.880 | 0.594 | -317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 22.1B | 59% |
| Annual Yield % from dividends | 0.75 | 0.93 | 81% |
| Returns for 1 year | -5.16 | -5.32 | 97% |
| Returns for 3 years | -12.41 | 2.92 | -425% |
| Returns for 5 years | -0.93 | 40.55 | -2% |
| Returns for 10 years | -7.27 | 38.89 | -19% |
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