Interact to see
Advertisement
Advertisement
JMVRX vs JVMRX
JMVRX vs JVMRX Comparison
Open Charts JMVRX vs JVMRX
JPMorgan Mid Cap Value R5
Price$38.18
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets12.69B
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
JMVRX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. JVMRX commentary
Jul 28, 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. JMVRX (12.7B). JMVRX pays higher dividends than JVMRX: JMVRX (0.95) vs JVMRX (0.88). JMVRX was incepted earlier than JVMRX: JMVRX (9 years) vs JVMRX (14 years). JMVRX (0.79) and JVMRX (0.76) have similar cost to investors . JVMRX is a more actively managed with annual turnover of: 49.00 vs. JMVRX (28.00). JMVRX has a lower initial minimum investment than JVMRX: JMVRX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. JMVRX (0.36). JVMRX return over 5 years is better than : 58.56 vs. JMVRX (20.89).
| JMVRX | JVMRX | JMVRX / JVMRX | |
| Total Expense Ratio | 0.70 | 0.75 | 93% |
| Annual Report Gross Expense Ratio | 0.79 | 0.76 | 104% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 4.146 | 9.354 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 23.1B | 55% |
| Annual Yield % from dividends | 0.95 | 0.88 | 108% |
| Returns for 1 year | 0.36 | 1.28 | 28% |
| Returns for 3 years | 4.68 | 21.72 | 22% |
| Returns for 5 years | 20.89 | 58.56 | 36% |
| Returns for 10 years | N/A | 51.14 | - |
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 % |
| FMN | 10.44 | 0.02 | +0.19% |
| Federated Hermes Premier Municipal Income Fund | |||
| BSCU | 16.71 | 0.03 | +0.18% |
| Invesco BulletShares 2030 Corp Bd ETF | |||
| GJUN | 38.09 | 0.07 | +0.18% |
| FT Vest U.S. Eq Mod Buffr ETF - Jun | |||
| XHYE | 38.43 | N/A | N/A |
| BondBloxx US High Yield Energy Sctr ETF | |||
| QNXT | 26.85 | -0.02 | -0.08% |
| iShares Nasdaq-100 ex Top 30 ETF | |||