Interact to see
Advertisement
Advertisement
JMVYX vs JVMCX
JMVYX vs JVMCX Comparison
Open Charts JMVYX vs JVMCX
JPMorgan Mid Cap Value R6
Price$38.26
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets12.69B
JHancock Disciplined Value Mid Cap C
Price$27.50
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets23.06B
JMVYX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVYX vs. JVMCX commentary
Jul 27, 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 JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.1B vs. JMVYX (12.7B). JMVYX pays higher dividends than JVMCX: JMVYX (1.04) vs JVMCX (0.00). JMVYX was incepted earlier than JVMCX: JMVYX (9 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than JMVYX (0.69). JVMCX is a more actively managed with annual turnover of: 49.00 vs. JMVYX (28.00). JVMCX has a lower initial minimum investment than JMVYX: JVMCX (1000) vs JMVYX (15000000). JMVYX annual gain was more profitable for investors over the last year : 0.49 vs. JVMCX (-0.47). JVMCX return over 5 years is better than : 50.96 vs. JMVYX (21.46).
| JMVYX | JVMCX | JMVYX / JVMCX | |
| Total Expense Ratio | 0.60 | 1.87 | 32% |
| Annual Report Gross Expense Ratio | 0.69 | 1.88 | 37% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 4.194 | 8.696 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 23.1B | 55% |
| Annual Yield % from dividends | 1.04 | 0.00 | - |
| Returns for 1 year | 0.49 | -0.47 | -104% |
| Returns for 3 years | 4.94 | 17.84 | 28% |
| Returns for 5 years | 21.46 | 50.96 | 42% |
| Returns for 10 years | N/A | 37.38 | - |
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 % |
| UBT | 16.26 | 0.13 | +0.81% |
| ProShares Ultra 20+ Year Treasury | |||
| IIGD | 24.59 | 0.03 | +0.12% |
| Invesco Investment Grade Defensive ETF | |||
| QTPI | 25.46 | 0.02 | +0.07% |
| North Square Rcim Tax-Advantaged Preferred And Income Securities ETF | |||
| RPAR | 20.05 | N/A | +0.02% |
| RPAR Risk Parity ETF | |||
| BITB | 63.57 | -1.21 | -1.87% |
| Bitwise Bitcoin ETF | |||