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JMVZX vs JVMTX
JMVZX vs JVMTX Comparison
Open Charts JMVZX vs JVMTX
JPMorgan Mid Cap Value R2
Price$31.41
Change-$0.09 (-0.29%)
VolumeN/A
Net Assets12.26B
JHancock Disciplined Value Mid Cap R4
Price$26.63
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
JMVZX vs JVMTX Comparison Chart
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JMVZX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.9B vs. JMVZX (12.3B). JVMTX pays higher dividends than JMVZX: JVMTX (0.71) vs JMVZX (0.51). JMVZX was incepted earlier than JVMTX: JMVZX (17 years) vs JVMTX (12 years). JMVZX (1.46) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. JMVZX (28.00). JMVZX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX (-7.79) and JMVZX (-7.91) have marching annual gain over last year. JVMTX return over 5 years is better than : 54.21 vs. JMVZX (14.18).
| JMVZX | JVMTX | JMVZX / JVMTX | |
| Total Expense Ratio | 1.35 | 1.00 | 135% |
| Annual Report Gross Expense Ratio | 1.46 | 1.11 | 132% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | -3.175 | -1.041 | 305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 20.9B | 59% |
| Annual Yield % from dividends | 0.51 | 0.71 | 72% |
| Returns for 1 year | -7.91 | -7.79 | 102% |
| Returns for 3 years | -8.87 | 6.79 | -131% |
| Returns for 5 years | 14.18 | 54.21 | 26% |
| Returns for 10 years | -9.41 | 32.23 | -29% |
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