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JMVZX vs JVMRX
JMVZX vs JVMRX Comparison
Open Charts JMVZX vs JVMRX
JPMorgan Mid Cap Value R2
Price$29.88
Change+$0.42 (+1.43%)
VolumeN/A
Net Assets11.62B
JHancock Disciplined Value Mid Cap R6
Price$24.72
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
JMVZX vs JVMRX Comparison Chart
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JMVZX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.2B vs. JMVZX (11.6B). JVMRX pays higher dividends than JMVZX: JVMRX (0.94) vs JMVZX (0.50). JMVZX was incepted earlier than JVMRX: JMVZX (16 years) vs JVMRX (14 years). JMVZX (1.46) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. JMVZX (28.00). JMVZX has a lower initial minimum investment than JVMRX: JMVZX (0) vs JVMRX (1000000). JMVZX annual gain was more profitable for investors over the last year : -12.20 vs. JVMRX (-14.99). JVMRX return over 5 years is better than : 45.40 vs. JMVZX (7.06).
| JMVZX | JVMRX | JMVZX / JVMRX | |
| Total Expense Ratio | 1.35 | 0.75 | 180% |
| Annual Report Gross Expense Ratio | 1.46 | 0.76 | 192% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -9.186 | -9.614 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 19.2B | 60% |
| Annual Yield % from dividends | 0.50 | 0.94 | 53% |
| Returns for 1 year | -12.20 | -14.99 | 81% |
| Returns for 3 years | -19.59 | -7.97 | 246% |
| Returns for 5 years | 7.06 | 45.40 | 16% |
| Returns for 10 years | -15.99 | 22.35 | -72% |
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