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JMVZX vs JVMTX
JMVZX vs JVMTX Comparison
Open Charts JMVZX vs JVMTX
JPMorgan Mid Cap Value R2
Price$31.69
Change-$0.43 (-1.34%)
VolumeN/A
Net Assets12.24B
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
JMVZX vs JVMTX Comparison Chart
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JMVZX vs. JVMTX commentary
Jun 16, 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: 21.5B vs. JMVZX (12.2B). JVMTX pays higher dividends than JMVZX: JVMTX (0.67) vs JMVZX (0.50). 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 : -3.01 vs. JMVZX (-4.82). JVMTX return over 5 years is better than : 51.48 vs. JMVZX (8.93).
| 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 | -2.312 | 2.453 | -94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 21.5B | 57% |
| Annual Yield % from dividends | 0.50 | 0.67 | 75% |
| Returns for 1 year | -4.82 | -3.01 | 160% |
| Returns for 3 years | -2.72 | 16.50 | -16% |
| Returns for 5 years | 8.93 | 51.48 | 17% |
| Returns for 10 years | -9.18 | 35.66 | -26% |
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