Interact to see
Advertisement
Advertisement
JMVRX vs JVMCX
JMVRX vs JVMCX Comparison
Open Charts JMVRX vs JVMCX
JPMorgan Mid Cap Value R5
Price$37.58
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets12.36B
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.59B
JMVRX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. JVMCX commentary
Aug 18, 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 Hold and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. JMVRX (12.4B). JMVRX pays higher dividends than JVMCX: JMVRX (0.94) vs JVMCX (0.00). JMVRX was incepted earlier than JVMCX: JMVRX (9 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than JMVRX (0.79). JVMCX is a more actively managed with annual turnover of: 49.00 vs. JMVRX (28.00). JMVRX has a lower initial minimum investment than JVMCX: JMVRX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -0.87 vs. JMVRX (-2.91). JVMCX return over 5 years is better than : 43.38 vs. JMVRX (14.05).
| JMVRX | JVMCX | JMVRX / JVMCX | |
| Total Expense Ratio | 0.70 | 1.87 | 37% |
| Annual Report Gross Expense Ratio | 0.79 | 1.88 | 42% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.510 | 8.340 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 23.6B | 53% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | -2.91 | -0.87 | 335% |
| Returns for 3 years | -5.27 | 8.57 | -62% |
| Returns for 5 years | 14.05 | 43.38 | 32% |
| Returns for 10 years | N/A | 32.89 | - |
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 % |
| CGXU | 28.07 | 0.15 | +0.54% |
| Capital Group International Focus Eq ETF | |||
| AIBU | 48.01 | 0.10 | +0.22% |
| Direxion Daily AI And Big Data Bull 2X | |||
| IWMW | 39.40 | -0.13 | -0.32% |
| iShares Russell 2000 BuyWrite ETF | |||
| NAZ | 11.82 | -0.07 | -0.55% |
| Nuveen Arizona Quality Municipal Income Fund | |||
| JPSE | 47.72 | -0.27 | -0.56% |
| JPMorgan Divers Ret US Small Cap Eq ETF | |||