JMVYX
Price
$37.83
Change
+$0.16 (+0.42%)
Updated
Jul 3 closing price
Net Assets
12.8B
JVMAX
Price
$27.53
Change
+$0.18 (+0.66%)
Updated
Jul 3 closing price
Net Assets
22.61B
Interact to see
Advertisement

JMVYX vs JVMAX

Header iconJMVYX vs JVMAX Comparison
Open Charts JMVYX vs JVMAXBanner chart's image
JPMorgan Mid Cap Value R6
Price$37.83
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets12.8B
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
JMVYX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JMVYX vs. JVMAX commentary
Jul 07, 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 JMVYX is a Buy and JVMAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. JMVYX (12.8B). JMVYX pays higher dividends than JVMAX: JMVYX (1.04) vs JVMAX (0.58). JMVYX was incepted earlier than JVMAX: JMVYX (9 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than JMVYX (0.69). JVMAX is a more actively managed with annual turnover of: 47.00 vs. JMVYX (28.00). JVMAX has a lower initial minimum investment than JMVYX: JVMAX (1000) vs JMVYX (15000000). JMVYX annual gain was more profitable for investors over the last year : 3.13 vs. JVMAX (2.59). JVMAX return over 5 years is better than : 59.32 vs. JMVYX (24.31).
JMVYXJVMAXJMVYX / JVMAX
Total Expense Ratio0.601.1254%
Annual Report Gross Expense Ratio0.691.1361%
Fund Existence9 years28 years-
Gain YTD3.0238.30136%
Front LoadN/A5%-
Min. Initial Investment1500000010001,500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.8B22.6B57%
Annual Yield % from dividends1.040.58180%
Returns for 1 year3.132.59121%
Returns for 3 years6.2622.0028%
Returns for 5 years24.3159.3241%
Returns for 10 yearsN/A42.63-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SCAP34.880.27
+0.77%
Infrastructure Capital Small Cap Inc ETF
RUNN34.360.19
+0.56%
Running Oak Efficient Growth ETF
SOXY52.440.29
+0.55%
YieldMax Target 12 Smcndctr Opt Inc ETF
EVT24.400.06
+0.25%
Eaton Vance Tax-Advantaged Dividend Income Fund
FAZ4.21-0.12
-2.77%
Direxion Daily Financial Bear 3X ETF