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JMVQX vs JVMRX
JMVQX vs JVMRX Comparison
Open Charts JMVQX vs JVMRX
JPMorgan Mid Cap Value R4
Price$36.62
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets12B
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
JMVQX vs JVMRX Comparison Chart in %
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JMVQX vs. JVMRX commentary
Oct 21, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. JMVQX (12B). JVMRX (0.84) and JMVQX (0.81) have matching dividends . JMVQX was incepted earlier than JVMRX: JMVQX (9 years) vs JVMRX (14 years). JMVQX (0.94) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. JMVQX (39.00). 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 : -4.79 vs. JMVQX (-9.80). JVMRX return over 5 years is better than : 47.93 vs. JMVQX (10.20).
| JMVQX | JVMRX | JMVQX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 0.94 | 0.75 | 125% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.750 | 9.837 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 23.9B | 50% |
| Annual Yield % from dividends | 0.81 | 0.84 | 96% |
| Returns for 1 year | -9.80 | -4.79 | 205% |
| Returns for 3 years | 5.48 | 25.62 | 21% |
| Returns for 5 years | 10.20 | 47.93 | 21% |
| Returns for 10 years | N/A | 52.40 | - |
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