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JMVQX vs JVMAX
JMVQX vs JVMAX Comparison
Open Charts JMVQX vs JVMAX
JPMorgan Mid Cap Value R4
Price$36.67
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets12.8B
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
JMVQX vs JVMAX Comparison Chart in %
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JMVQX vs. JVMAX commentary
Jul 07, 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: 22.6B vs. JMVQX (12.8B). JMVQX pays higher dividends than JVMAX: JMVQX (0.83) vs JVMAX (0.58). 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). JVMAX (2.59) and JMVQX (2.53) have marching annual gain over last year. JVMAX return over 5 years is better than : 59.32 vs. JMVQX (21.62).
| 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 | 2.890 | 8.301 | 35% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 22.6B | 57% |
| Annual Yield % from dividends | 0.83 | 0.58 | 144% |
| Returns for 1 year | 2.53 | 2.59 | 98% |
| Returns for 3 years | 4.95 | 22.00 | 22% |
| Returns for 5 years | 21.62 | 59.32 | 36% |
| Returns for 10 years | N/A | 42.63 | - |
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