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JMVQX vs JVMRX
JMVQX vs JVMRX Comparison
Open Charts JMVQX vs JVMRX
JPMorgan Mid Cap Value R4
Price$36.67
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets12.8B
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
JMVQX vs JVMRX Comparison Chart in %
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JMVQX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. JMVQX (12.8B). JVMRX pays higher dividends than JMVQX: JVMRX (0.88) vs JMVQX (0.83). JMVQX was incepted earlier than JVMRX: JMVQX (9 years) vs JVMRX (14 years). JMVQX (0.94) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. JMVQX (28.00). JMVQX has a lower initial minimum investment than JVMRX: JMVQX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 3.59 vs. JMVQX (2.53). JVMRX return over 5 years is better than : 63.32 vs. JMVQX (21.62).
| JMVQX | JVMRX | JMVQX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.94 | 0.76 | 124% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.890 | 8.500 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 22.6B | 57% |
| Annual Yield % from dividends | 0.83 | 0.88 | 94% |
| Returns for 1 year | 2.53 | 3.59 | 70% |
| Returns for 3 years | 4.95 | 24.14 | 20% |
| Returns for 5 years | 21.62 | 63.32 | 34% |
| Returns for 10 years | N/A | 49.30 | - |
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