JMVQX
Price
$36.67
Change
+$0.14 (+0.38%)
Updated
Jul 3 closing price
Net Assets
12.8B
JVMAX
Price
$27.53
Change
+$0.18 (+0.66%)
Updated
Jul 3 closing price
Net Assets
22.61B
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JMVQX vs JVMAX

Header iconJMVQX vs JVMAX Comparison
Open Charts JMVQX vs JVMAXBanner chart's image
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.

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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).
JMVQXJVMAXJMVQX / JVMAX
Total Expense Ratio0.851.1276%
Annual Report Gross Expense Ratio0.941.1383%
Fund Existence9 years28 years-
Gain YTD2.8908.30135%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.8B22.6B57%
Annual Yield % from dividends0.830.58144%
Returns for 1 year2.532.5998%
Returns for 3 years4.9522.0022%
Returns for 5 years21.6259.3236%
Returns for 10 yearsN/A42.63-
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