Interact to see
Advertisement
Advertisement
JMVZX vs JVMRX
JMVZX vs JVMRX Comparison
Open Charts JMVZX vs JVMRX
JPMorgan Mid Cap Value R2
Price$33.20
Change+$0.15 (+0.45%)
VolumeN/A
Net Assets12B
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
JMVZX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVZX vs. JVMRX commentary
Oct 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 JMVZX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. JMVZX (12B). JVMRX pays higher dividends than JMVZX: JVMRX (0.84) vs JMVZX (0.48). JMVZX was incepted earlier than JVMRX: JMVZX (17 years) vs JVMRX (14 years). JMVZX (1.46) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. JMVZX (39.00). JMVZX has a lower initial minimum investment than JVMRX: JMVZX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -4.79 vs. JMVZX (-11.14). JVMRX return over 5 years is better than : 47.93 vs. JMVZX (4.18).
| JMVZX | JVMRX | JMVZX / JVMRX | |
| Total Expense Ratio | 1.35 | 0.74 | 182% |
| Annual Report Gross Expense Ratio | 1.46 | 0.75 | 195% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 2.343 | 9.837 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 23.7B | 51% |
| Annual Yield % from dividends | 0.48 | 0.84 | 57% |
| Returns for 1 year | -11.14 | -4.79 | 232% |
| Returns for 3 years | 2.07 | 25.62 | 8% |
| Returns for 5 years | 4.18 | 47.93 | 9% |
| Returns for 10 years | -0.15 | 52.40 | -0% |
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 % |
| EMM | 32.46 | 0.13 | +0.39% |
| Global X Emerging Markets ex-China ETF | |||
| XHE | 79.50 | 0.21 | +0.26% |
| SPDR® S&P Health Care Equipment ETF | |||
| JMST | 50.96 | N/A | N/A |
| JPMorgan Ultra-Short Municipal Inc ETF | |||
| TOTR | 41.15 | -0.09 | -0.23% |
| T. Rowe Price Total Return ETF | |||
| APPX | 98.37 | -2.04 | -2.03% |
| Tradr 2X Long APP Daily ETF | |||