Interact to see
Advertisement
Advertisement
JMVQX vs JVMTX
JMVQX vs JVMTX Comparison
Open Charts JMVQX vs JVMTX
JPMorgan Mid Cap Value R4
Price$37.04
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets12.42B
JHancock Disciplined Value Mid Cap R4
Price$30.18
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
JMVQX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVQX vs. JVMTX commentary
Sep 09, 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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. JMVQX (12.4B). JMVQX pays higher dividends than JVMTX: JMVQX (0.80) vs JVMTX (0.62). JMVQX was incepted earlier than JVMTX: JMVQX (9 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than JMVQX (0.94). JVMTX is a more actively managed with annual turnover of: 49.00 vs. JMVQX (28.00). JMVQX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 2.74 vs. JMVQX (-3.13). JVMTX return over 5 years is better than : 54.13 vs. JMVQX (14.28).
| JMVQX | JVMTX | JMVQX / JVMTX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.94 | 1.10 | 85% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 4.181 | 11.891 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 24.4B | 51% |
| Annual Yield % from dividends | 0.80 | 0.62 | 129% |
| Returns for 1 year | -3.13 | 2.74 | -114% |
| Returns for 3 years | 3.54 | 24.58 | 14% |
| Returns for 5 years | 14.28 | 54.13 | 26% |
| Returns for 10 years | N/A | 57.10 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers