Interact to see
Advertisement
Advertisement
JMVZX vs JVMRX
JMVZX vs JVMRX Comparison
Open Charts JMVZX vs JVMRX
JPMorgan Mid Cap Value R2
Price$31.69
Change-$0.43 (-1.34%)
VolumeN/A
Net Assets12.41B
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.73B
JMVZX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVZX vs. JVMRX commentary
Jun 14, 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: 21.7B vs. JMVZX (12.4B). JVMRX pays higher dividends than JMVZX: JVMRX (0.91) vs JMVZX (0.50). 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 : -1.60 vs. JMVZX (-3.52). JVMRX return over 5 years is better than : 54.49 vs. JMVZX (10.41).
| 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 | -0.986 | 3.749 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 21.7B | 57% |
| Annual Yield % from dividends | 0.50 | 0.91 | 55% |
| Returns for 1 year | -3.52 | -1.60 | 220% |
| Returns for 3 years | -1.40 | 18.46 | -8% |
| Returns for 5 years | 10.41 | 54.49 | 19% |
| Returns for 10 years | -7.95 | 39.38 | -20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DTRE | 40.68 | N/A | N/A |
| First Trust Alerian Dsrupt Tech RE ETF | |||
| PPIE | 26.59 | N/A | N/A |
| Putnam PanAgora ESG Intl Eq ETF | |||
| LMBS | 49.06 | -0.06 | -0.13% |
| First Trust Low Duration Oppos ETF | |||
| XTEN | 45.38 | -0.28 | -0.61% |
| BondBloxx Bloomberg Ten YrTrgDurUSTrsETF | |||
| RAFE | 36.85 | -0.49 | -1.31% |
| PIMCO RAFI ESG US ETF | |||