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JMVZX vs JVMRX
JMVZX vs JVMRX Comparison
Open Charts JMVZX vs JVMRX
JPMorgan Mid Cap Value R2
Price$36.62
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.62
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JMVZX vs JVMRX Comparison Chart
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JMVZX vs. JVMRX commentary
Sep 20, 2024
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: 23.1B vs. JMVZX (13.7B). JVMRX pays higher dividends than JMVZX: JVMRX (0.93) vs JMVZX (0.75). JMVZX was incepted earlier than JVMRX: JMVZX (16 years) vs JVMRX (13 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). JVMRX (16.48) and JMVZX (16.36) have marching annual gain over last year. JVMRX return over 5 years is better than : 43.53 vs. JMVZX (1.47).
| JMVZX | JVMRX | JMVZX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 12.391 | 10.234 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 23.1B | 59% |
| Annual Yield % from dividends | 0.75 | 0.93 | 81% |
| Returns for 1 year | 16.36 | 16.48 | 99% |
| Returns for 3 years | -11.15 | 10.98 | -102% |
| Returns for 5 years | 1.47 | 43.53 | 3% |
| Returns for 10 years | 3.94 | 61.39 | 6% |