Interact to see
Advertisement
Advertisement
JMVRX vs JVMAX
JMVRX vs JVMAX Comparison
Open Charts JMVRX vs JVMAX
JPMorgan Mid Cap Value R5
Price$37.75
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets12.8B
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
JMVRX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. JVMAX commentary
Jul 06, 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 JMVRX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. JMVRX (12.8B). JMVRX pays higher dividends than JVMAX: JMVRX (0.95) vs JVMAX (0.58). JMVRX was incepted earlier than JVMAX: JMVRX (9 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than JMVRX (0.79). JVMAX is a more actively managed with annual turnover of: 47.00 vs. JMVRX (28.00). JMVRX has a lower initial minimum investment than JVMAX: JMVRX (0) vs JVMAX (1000). JMVRX annual gain was more profitable for investors over the last year : 2.98 vs. JVMAX (2.59). JVMAX return over 5 years is better than : 59.32 vs. JMVRX (23.69).
| JMVRX | JVMAX | JMVRX / JVMAX | |
| Total Expense Ratio | 0.70 | 1.12 | 62% |
| Annual Report Gross Expense Ratio | 0.79 | 1.13 | 70% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 2.973 | 8.301 | 36% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 22.6B | 57% |
| Annual Yield % from dividends | 0.95 | 0.58 | 165% |
| Returns for 1 year | 2.98 | 2.59 | 115% |
| Returns for 3 years | 6.00 | 22.00 | 27% |
| Returns for 5 years | 23.69 | 59.32 | 40% |
| Returns for 10 years | N/A | 42.63 | - |
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 % |
| FESM | 32.92 | 0.29 | +0.89% |
| Fidelity Enhanced Small Cap ETF | |||
| WTRE | 19.96 | 0.13 | +0.68% |
| WisdomTree New Economy Real Estate ETF | |||
| VIDI | 29.84 | 0.13 | +0.43% |
| Vident International Equity Strategy ETF | |||
| EDGF | 24.69 | -0.02 | -0.10% |
| 3EDGE Dynamic Fixed Income ETF | |||
| MGF | 3.11 | -0.01 | -0.26% |
| MFS Government Markets Income Trust | |||