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JCMVX vs JVMTX
JCMVX vs JVMTX Comparison
Open Charts JCMVX vs JVMTX
JPMorgan Mid Cap Value C
Price$33.81
Change+$0.13 (+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
JCMVX vs JVMTX Comparison Chart in %
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JCMVX vs. JVMTX commentary
Jul 06, 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 JCMVX is a Buy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. JCMVX (12.8B). JVMTX pays higher dividends than JCMVX: JVMTX (0.65) vs JCMVX (0.14). JCMVX was incepted earlier than JVMTX: JCMVX (24 years) vs JVMTX (12 years). JCMVX (1.70) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. JCMVX (28.00). JVMTX has a lower initial minimum investment than JCMVX: JVMTX (0) vs JCMVX (1000). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. JCMVX (0.88). JVMTX return over 5 years is better than : 61.96 vs. JCMVX (14.56).
| JCMVX | JVMTX | JCMVX / JVMTX | |
| Total Expense Ratio | 1.59 | 1.00 | 159% |
| Annual Report Gross Expense Ratio | 1.70 | 1.11 | 153% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 2.486 | 8.361 | 30% |
| Front Load | N/A | 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 | 0.14 | 0.65 | 22% |
| Returns for 1 year | 0.88 | 3.31 | 26% |
| Returns for 3 years | 1.57 | 23.47 | 7% |
| Returns for 5 years | 14.56 | 61.96 | 23% |
| Returns for 10 years | -4.52 | 46.97 | -10% |
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