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FLMVX vs VMVIX
FLMVX vs VMVIX Comparison
Open Charts FLMVX vs VMVIX
JPMorgan Mid Cap Value L
Price$35.66
Change-$0.10 (-0.28%)
VolumeN/A
Net Assets12.26B
Vanguard Mid-Cap Value Index Investor
Price$62.67
Change+$0.09 (+0.14%)
VolumeN/A
Net Assets29.07B
FLMVX vs VMVIX Comparison Chart
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FLMVX vs. VMVIX commentary
May 12, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.1B vs. FLMVX (12.3B). VMVIX pays higher dividends than FLMVX: VMVIX (2.27) vs FLMVX (0.98). FLMVX was incepted earlier than VMVIX: FLMVX (28 years) vs VMVIX (19 years). FLMVX (0.79) is less costly to investors than VMVIX (0.19). FLMVX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than FLMVX: VMVIX (3000) vs FLMVX (3000000). VMVIX annual gain was more profitable for investors over the last year : 3.64 vs. FLMVX (-6.10). VMVIX return over 5 years is better than : 76.59 vs. FLMVX (23.10).
| FLMVX | VMVIX | FLMVX / VMVIX | |
| Total Expense Ratio | 0.75 | 0.19 | 395% |
| Annual Report Gross Expense Ratio | 0.79 | 0.19 | 416% |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | -2.966 | -1.545 | 192% |
| 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 | 2.27 | 43% |
| Returns for 1 year | -6.10 | 3.64 | -167% |
| Returns for 3 years | -4.84 | 15.70 | -31% |
| Returns for 5 years | 23.10 | 76.59 | 30% |
| Returns for 10 years | 1.62 | 75.80 | 2% |
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