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FLMVX vs VMVIX
FLMVX vs VMVIX Comparison
Open Charts FLMVX vs VMVIX
JPMorgan Mid Cap Value L
Price$34.18
Change+$0.36 (+1.06%)
VolumeN/A
Net Assets11.85B
Vanguard Mid-Cap Value Index Investor
Price$59.62
Change+$0.58 (+0.98%)
VolumeN/A
Net Assets29.86B
FLMVX vs VMVIX Comparison Chart
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FLMVX vs. VMVIX commentary
Apr 19, 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: 29.9B vs. FLMVX (11.8B). VMVIX pays higher dividends than FLMVX: VMVIX (2.20) vs FLMVX (0.96). FLMVX was incepted earlier than VMVIX: FLMVX (27 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 (22.00). 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 : 3.30 vs. FLMVX (-6.82). VMVIX return over 5 years is better than : 71.73 vs. FLMVX (18.55).
| FLMVX | VMVIX | FLMVX / VMVIX | |
| Total Expense Ratio | 0.75 | 0.19 | 395% |
| Annual Report Gross Expense Ratio | 0.79 | 0.19 | 416% |
| Fund Existence | 27 years | 19 years | - |
| Gain YTD | -7.973 | -6.336 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 29.9B | 39% |
| Annual Yield % from dividends | 0.96 | 2.20 | 44% |
| Returns for 1 year | -6.82 | 3.30 | -206% |
| Returns for 3 years | -15.52 | 2.10 | -739% |
| Returns for 5 years | 18.55 | 71.73 | 26% |
| Returns for 10 years | -4.03 | 66.33 | -6% |
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