Interact to see
Advertisement
Advertisement
JAMCX vs JVMTX
JAMCX vs JVMTX Comparison
Open Charts JAMCX vs JVMTX
JPMorgan Mid Cap Value A
Price$36.54
Change-$0.09 (-0.25%)
VolumeN/A
Net Assets12.39B
JHancock Disciplined Value Mid Cap R4
Price$30.18
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
JAMCX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JAMCX vs. JVMTX commentary
Sep 10, 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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. JAMCX (12.4B). JVMTX (0.62) and JAMCX (0.61) 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 (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 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 : 4.39 vs. JAMCX (-2.65). JVMTX return over 5 years is better than : 55.89 vs. JAMCX (13.83).
| JAMCX | JVMTX | JAMCX / JVMTX | |
| Total Expense Ratio | 1.09 | 0.99 | 110% |
| Annual Report Gross Expense Ratio | 1.19 | 1.10 | 108% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 3.748 | 12.152 | 31% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 24.4B | 51% |
| Annual Yield % from dividends | 0.61 | 0.62 | 98% |
| Returns for 1 year | -2.65 | 4.39 | -60% |
| Returns for 3 years | -1.91 | 19.42 | -10% |
| Returns for 5 years | 13.83 | 55.89 | 25% |
| Returns for 10 years | 9.39 | 57.94 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers