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FLMVX vs VMVAX
FLMVX vs VMVAX Comparison
Open Charts FLMVX vs VMVAX
JPMorgan Mid Cap Value L
Price$35.66
Change-$0.10 (-0.28%)
VolumeN/A
Net Assets12.26B
Vanguard Mid-Cap Value Index Admiral
Price$82.45
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets29.07B
FLMVX vs VMVAX Comparison Chart
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FLMVX vs. VMVAX commentary
May 11, 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 FLMVX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. FLMVX (12.3B). VMVAX pays higher dividends than FLMVX: VMVAX (2.40) vs FLMVX (0.98). FLMVX was incepted earlier than VMVAX: FLMVX (28 years) vs VMVAX (14 years). FLMVX (0.79) is less costly to investors than VMVAX (0.07). FLMVX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than FLMVX: VMVAX (3000) vs FLMVX (3000000). VMVAX annual gain was more profitable for investors over the last year : 3.63 vs. FLMVX (-6.10). VMVAX return over 5 years is better than : 76.66 vs. FLMVX (23.10).
| FLMVX | VMVAX | FLMVX / VMVAX | |
| Total Expense Ratio | 0.75 | 0.07 | 1,071% |
| Annual Report Gross Expense Ratio | 0.79 | 0.07 | 1,129% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | -2.966 | -1.539 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 29.1B | 42% |
| Annual Yield % from dividends | 0.98 | 2.40 | 41% |
| Returns for 1 year | -6.10 | 3.63 | -168% |
| Returns for 3 years | -4.84 | 15.72 | -31% |
| Returns for 5 years | 23.10 | 76.66 | 30% |
| Returns for 10 years | 1.62 | 75.91 | 2% |
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