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JAMCX vs JVMTX
JAMCX vs JVMTX Comparison
Open Charts JAMCX vs JVMTX
JPMorgan Mid Cap Value A
Price$36.19
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets12.8B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
JAMCX vs JVMTX Comparison Chart in %
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JAMCX vs. JVMTX commentary
Jul 07, 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 JAMCX is a Buy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. JAMCX (12.8B). JVMTX (0.65) and JAMCX (0.63) have matching dividends . JAMCX was incepted earlier than JVMTX: JAMCX (24 years) vs JVMTX (12 years). JAMCX (1.19) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. JAMCX (28.00). JVMTX has a lower initial minimum investment than JAMCX: JVMTX (0) vs JAMCX (1000). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. JAMCX (2.12). JVMTX return over 5 years is better than : 61.96 vs. JAMCX (19.88).
| JAMCX | JVMTX | JAMCX / JVMTX | |
| Total Expense Ratio | 1.09 | 1.00 | 109% |
| Annual Report Gross Expense Ratio | 1.19 | 1.11 | 107% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 2.754 | 8.361 | 33% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 22.6B | 57% |
| Annual Yield % from dividends | 0.63 | 0.65 | 97% |
| Returns for 1 year | 2.12 | 3.31 | 64% |
| Returns for 3 years | 4.16 | 23.47 | 18% |
| Returns for 5 years | 19.88 | 61.96 | 32% |
| Returns for 10 years | 2.61 | 46.97 | 6% |
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