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JMVZX vs JVMRX
JMVZX vs JVMRX Comparison
Open Charts JMVZX vs JVMRX
JPMorgan Mid Cap Value R2
Price$31.41
Change-$0.09 (-0.29%)
VolumeN/A
Net Assets12.26B
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
JMVZX vs JVMRX Comparison Chart
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JMVZX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.9B vs. JMVZX (12.3B). JVMRX pays higher dividends than JMVZX: JVMRX (0.96) vs JMVZX (0.51). JMVZX was incepted earlier than JVMRX: JMVZX (17 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). JVMRX annual gain was more profitable for investors over the last year : -7.52 vs. JMVZX (-7.91). JVMRX return over 5 years is better than : 55.51 vs. JMVZX (14.18).
| JMVZX | JVMRX | JMVZX / JVMRX | |
| Total Expense Ratio | 1.35 | 0.75 | 180% |
| Annual Report Gross Expense Ratio | 1.46 | 0.76 | 192% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -3.175 | -0.965 | 329% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 20.9B | 59% |
| Annual Yield % from dividends | 0.51 | 0.96 | 53% |
| Returns for 1 year | -7.91 | -7.52 | 105% |
| Returns for 3 years | -8.87 | 7.37 | -120% |
| Returns for 5 years | 14.18 | 55.51 | 26% |
| Returns for 10 years | -9.41 | 34.25 | -27% |
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