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JMVZX vs JVMTX
JMVZX vs JVMTX Comparison
Open Charts JMVZX vs JVMTX
JPMorgan Mid Cap Value R2
Price$33.29
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets12.8B
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
JMVZX vs JVMTX Comparison Chart in %
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JMVZX vs. JVMTX 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 JMVZX is a Buy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. JMVZX (12.8B). JVMTX pays higher dividends than JMVZX: JVMTX (0.65) vs JMVZX (0.49). JMVZX was incepted earlier than JVMTX: JMVZX (17 years) vs JVMTX (12 years). JMVZX (1.46) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. JMVZX (28.00). JMVZX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. JMVZX (0.98). JVMTX return over 5 years is better than : 61.96 vs. JMVZX (14.93).
| JMVZX | JVMTX | JMVZX / JVMTX | |
| Total Expense Ratio | 1.35 | 1.00 | 135% |
| Annual Report Gross Expense Ratio | 1.46 | 1.11 | 132% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 2.620 | 8.361 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 22.6B | 57% |
| Annual Yield % from dividends | 0.49 | 0.65 | 76% |
| Returns for 1 year | 0.98 | 3.31 | 30% |
| Returns for 3 years | 1.55 | 23.47 | 7% |
| Returns for 5 years | 14.93 | 61.96 | 24% |
| Returns for 10 years | -3.48 | 46.97 | -7% |
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