Interact to see
Advertisement
Advertisement
JAMCX vs JVMTX
JAMCX vs JVMTX Comparison
Open Charts JAMCX vs JVMTX
JPMorgan Mid Cap Value A
Price$34.44
Change-$0.47 (-1.35%)
VolumeN/A
Net Assets12.24B
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
JAMCX vs JVMTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JAMCX vs. JVMTX commentary
Jun 16, 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: 21.5B vs. JAMCX (12.2B). JVMTX (0.67) and JAMCX (0.64) 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 : -3.01 vs. JAMCX (-3.73). JVMTX return over 5 years is better than : 51.48 vs. JAMCX (13.61).
| 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 | -2.215 | 2.453 | -90% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 21.5B | 57% |
| Annual Yield % from dividends | 0.64 | 0.67 | 96% |
| Returns for 1 year | -3.73 | -3.01 | 124% |
| Returns for 3 years | -0.20 | 16.50 | -1% |
| Returns for 5 years | 13.61 | 51.48 | 26% |
| Returns for 10 years | -3.44 | 35.66 | -10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BSCT | 18.59 | -0.03 | -0.16% |
| Invesco BulletShares 2029 Corp Bd ETF | |||
| VGM | 9.48 | -0.03 | -0.32% |
| Invesco Trust Investment Grade Municipals | |||
| EMP | 20.34 | -0.08 | -0.39% |
| Entergy Mississippi LLC | |||
| GOCT | 35.68 | -0.26 | -0.73% |
| FT Vest U.S. Eq Mod Buffr ETF - Oct | |||
| DVOL | 34.75 | -0.28 | -0.79% |
| FirstTrustDorseyWrightMomt&LwVolatil ETF | |||