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FLMVX vs VMVAX
FLMVX vs VMVAX Comparison
Open Charts FLMVX vs VMVAX
JPMorgan Mid Cap Value L
Price$40.90
Change-$0.17 (-0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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FLMVX vs VMVAX Comparison Chart
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FLMVX vs. VMVAX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. FLMVX (13.9B). VMVAX pays higher dividends than FLMVX: VMVAX (2.14) vs FLMVX (1.16). FLMVX was incepted earlier than VMVAX: FLMVX (27 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. FLMVX (12.00). 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 : 25.35 vs. FLMVX (20.86). VMVAX return over 5 years is better than : 48.82 vs. FLMVX (9.20).
| FLMVX | VMVAX | FLMVX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 13.801 | 14.946 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 30.5B | 46% |
| Annual Yield % from dividends | 1.16 | 2.14 | 54% |
| Returns for 1 year | 20.86 | 25.35 | 82% |
| Returns for 3 years | -4.67 | 20.71 | -23% |
| Returns for 5 years | 9.20 | 48.82 | 19% |
| Returns for 10 years | 18.19 | 100.88 | 18% |