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JMVZX vs JVMRX
JMVZX vs JVMRX Comparison
Open Charts JMVZX vs JVMRX
JPMorgan Mid Cap Value R2
Price$33.72
Change+$0.33 (+0.99%)
VolumeN/A
Net Assets13.4B
JHancock Disciplined Value Mid Cap R6
Price$28.19
Change+$0.26 (+0.93%)
VolumeN/A
Net Assets23.09B
JMVZX vs JVMRX Comparison Chart
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JMVZX vs. JVMRX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. JMVZX (13.4B). 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). JMVZX annual gain was more profitable for investors over the last year : 5.83 vs. JVMRX (4.64). JVMRX return over 5 years is better than : 31.79 vs. JMVZX (-3.85).
| 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 | 3.946 | 3.675 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 23.1B | 58% |
| Annual Yield % from dividends | 0.75 | 0.93 | 81% |
| Returns for 1 year | 5.83 | 4.64 | 126% |
| Returns for 3 years | -8.09 | 4.90 | -165% |
| Returns for 5 years | -3.85 | 31.79 | -12% |
| Returns for 10 years | 0.62 | 48.05 | 1% |
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