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JMVQX vs JVMAX
JMVQX vs JVMAX Comparison
Open Charts JMVQX vs JVMAX
JPMorgan Mid Cap Value R4
Price$34.90
Change-$0.47 (-1.33%)
VolumeN/A
Net Assets12.24B
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
JMVQX vs JVMAX Comparison Chart
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JMVQX vs. JVMAX 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 JMVQX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. JMVQX (12.2B). JMVQX pays higher dividends than JVMAX: JMVQX (0.85) vs JVMAX (0.60). JMVQX was incepted earlier than JVMAX: JMVQX (9 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than JMVQX (0.94). JVMAX is a more actively managed with annual turnover of: 47.00 vs. JMVQX (28.00). JMVQX has a lower initial minimum investment than JVMAX: JMVQX (0) vs JVMAX (1000). JMVQX annual gain was more profitable for investors over the last year : -3.35 vs. JVMAX (-3.68). JVMAX return over 5 years is better than : 48.97 vs. JMVQX (15.24).
| JMVQX | JVMAX | JMVQX / JVMAX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 0.94 | 1.13 | 83% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -2.076 | 2.360 | -88% |
| 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 | 0.85 | 0.60 | 142% |
| Returns for 1 year | -3.35 | -3.68 | 91% |
| Returns for 3 years | 0.56 | 15.06 | 4% |
| Returns for 5 years | 15.24 | 48.97 | 31% |
| Returns for 10 years | N/A | 31.57 | - |
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