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JMVZX vs JVMTX
JMVZX vs JVMTX Comparison
Open Charts JMVZX vs JVMTX
JPMorgan Mid Cap Value R2
Price$36.62
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.54
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JMVZX vs JVMTX Comparison Chart
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JMVZX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. JMVZX (13.7B). JMVZX (0.75) and JVMTX (0.73) have matching dividends . JMVZX was incepted earlier than JVMTX: JMVZX (16 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. JMVZX (12.00). JMVZX (0) and JVMTX (0) have matching initial minimum investment requirements. JMVZX (16.36) and JVMTX (16.17) have marching annual gain over last year. JVMTX return over 5 years is better than : 42.36 vs. JMVZX (1.47).
| JMVZX | JVMTX | JMVZX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 12.391 | 10.022 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 23.1B | 59% |
| Annual Yield % from dividends | 0.75 | 0.73 | 104% |
| Returns for 1 year | 16.36 | 16.17 | 101% |
| Returns for 3 years | -11.15 | 10.42 | -107% |
| Returns for 5 years | 1.47 | 42.36 | 3% |
| Returns for 10 years | 3.94 | 58.91 | 7% |