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JMVQX vs JVMCX
JMVQX vs JVMCX Comparison
Open Charts JMVQX vs JVMCX
JPMorgan Mid Cap Value R4
Price$36.50
Change-$0.24 (-0.65%)
VolumeN/A
Net Assets12.36B
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.59B
JMVQX vs JVMCX Comparison Chart in %
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JMVQX vs. JVMCX commentary
Aug 18, 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 Hold and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. JMVQX (12.4B). JMVQX pays higher dividends than JVMCX: JMVQX (0.82) vs JVMCX (0.00). JMVQX was incepted earlier than JVMCX: JMVQX (9 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than JMVQX (0.94). JVMCX is a more actively managed with annual turnover of: 49.00 vs. JMVQX (28.00). JMVQX has a lower initial minimum investment than JVMCX: JMVQX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -0.87 vs. JMVQX (-3.35). JVMCX return over 5 years is better than : 43.38 vs. JMVQX (12.11).
| JMVQX | JVMCX | JMVQX / JVMCX | |
| Total Expense Ratio | 0.85 | 1.87 | 45% |
| Annual Report Gross Expense Ratio | 0.94 | 1.88 | 50% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.413 | 8.340 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 23.6B | 53% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | -3.35 | -0.87 | 386% |
| Returns for 3 years | -6.22 | 8.57 | -73% |
| Returns for 5 years | 12.11 | 43.38 | 28% |
| Returns for 10 years | N/A | 32.89 | - |
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