Interact to see
Advertisement
Advertisement
JMVQX vs JVMSX
JMVQX vs JVMSX Comparison
Open Charts JMVQX vs JVMSX
JPMorgan Mid Cap Value R4
Price$34.90
Change-$0.47 (-1.33%)
VolumeN/A
Net Assets12.24B
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
JMVQX vs JVMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVQX vs. JVMSX commentary
Jun 16, 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. JMVQX (12.2B). JMVQX pays higher dividends than JVMSX: JMVQX (0.85) vs JVMSX (0.43). JMVQX was incepted earlier than JVMSX: JMVQX (9 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JMVQX (0.94). JVMSX is a more actively managed with annual turnover of: 47.00 vs. JMVQX (28.00). JMVQX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX (-3.29) and JMVQX (-3.35) have marching annual gain over last year. JVMSX return over 5 years is better than : 50.13 vs. JMVQX (15.24).
| JMVQX | JVMSX | JMVQX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.25 | 68% |
| Annual Report Gross Expense Ratio | 0.94 | 1.26 | 75% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | -2.076 | 2.313 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 21.5B | 57% |
| Annual Yield % from dividends | 0.85 | 0.43 | 196% |
| Returns for 1 year | -3.35 | -3.29 | 102% |
| Returns for 3 years | 0.56 | 15.80 | 4% |
| Returns for 5 years | 15.24 | 50.13 | 30% |
| Returns for 10 years | N/A | 33.43 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PXE | 29.96 | 0.77 | +2.64% |
| Invesco Energy Exploration & Prod ETF | |||
| IGLD | 22.32 | 0.25 | +1.13% |
| FT Vest Gold Strategy Trgt Inc ETF | |||
| APOC | 25.42 | -0.02 | -0.07% |
| Innovator Eq Dfnd Prt ETF - 6 Mo Apr/Oct | |||
| YYY | 11.60 | -0.06 | -0.51% |
| Amplify High Income ETF | |||
| SPYX | 49.06 | -0.55 | -1.11% |
| SPDR® S&P 500 Fossil Fuel Rsrv Free ETF | |||