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JMVPX vs JVMAX
JMVPX vs JVMAX Comparison
Open Charts JMVPX vs JVMAX
JPMorgan Mid Cap Value R3
Price$33.88
Change-$0.46 (-1.34%)
VolumeN/A
Net Assets12.24B
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
JMVPX vs JVMAX Comparison Chart
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JMVPX vs. JVMAX commentary
Jun 15, 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 JMVPX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. JMVPX (12.2B). JMVPX pays higher dividends than JVMAX: JMVPX (0.66) vs JVMAX (0.60). JMVPX was incepted earlier than JVMAX: JMVPX (9 years) vs JVMAX (28 years). JMVPX (1.19) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. JMVPX (28.00). JMVPX has a lower initial minimum investment than JVMAX: JMVPX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -3.68 vs. JMVPX (-3.92). JVMAX return over 5 years is better than : 48.97 vs. JMVPX (12.88).
| JMVPX | JVMAX | JMVPX / JVMAX | |
| Total Expense Ratio | 1.10 | 1.12 | 98% |
| Annual Report Gross Expense Ratio | 1.19 | 1.13 | 105% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -2.222 | 2.360 | -94% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 21.5B | 57% |
| Annual Yield % from dividends | 0.66 | 0.60 | 110% |
| Returns for 1 year | -3.92 | -3.68 | 106% |
| Returns for 3 years | -0.62 | 15.06 | -4% |
| Returns for 5 years | 12.88 | 48.97 | 26% |
| Returns for 10 years | N/A | 31.57 | - |
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