Ad is loading...
FLMVX vs VMVIX
FLMVX vs VMVIX Comparison
Open Charts FLMVX vs VMVIX
JPMorgan Mid Cap Value L
Price$40.90
Change-$0.17 (-0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$65.48
Change-$0.28 (-0.43%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FLMVX vs VMVIX Comparison Chart
Loading...
FLMVX vs. VMVIX 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 VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.5B vs. FLMVX (13.9B). VMVIX pays higher dividends than FLMVX: VMVIX (2.03) vs FLMVX (1.16). FLMVX was incepted earlier than VMVIX: FLMVX (27 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. FLMVX (12.00). 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 : 25.28 vs. FLMVX (20.86). VMVIX return over 5 years is better than : 48.72 vs. FLMVX (9.20).
| FLMVX | VMVIX | FLMVX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 18 years | - |
| Gain YTD | 13.801 | 14.901 | 93% |
| 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 | 2.03 | 57% |
| Returns for 1 year | 20.86 | 25.28 | 83% |
| Returns for 3 years | -4.67 | 20.66 | -23% |
| Returns for 5 years | 9.20 | 48.72 | 19% |
| Returns for 10 years | 18.19 | 100.58 | 18% |
View a ticker or compare two or three
VS
VS
Ad is loading...