JMVQX
Price
$36.67
Change
+$0.14 (+0.38%)
Updated
Jul 3 closing price
Net Assets
12.8B
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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JMVQX vs JVMRX

Header iconJMVQX vs JVMRX Comparison
Open Charts JMVQX vs JVMRXBanner 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 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.

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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).
JMVQXJVMRXJMVQX / JVMRX
Total Expense Ratio0.850.75113%
Annual Report Gross Expense Ratio0.940.76124%
Fund Existence9 years14 years-
Gain YTD2.8908.50034%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.8B22.6B57%
Annual Yield % from dividends0.830.8894%
Returns for 1 year2.533.5970%
Returns for 3 years4.9524.1420%
Returns for 5 years21.6263.3234%
Returns for 10 yearsN/A49.30-
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