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FLMVX vs VMVIX
FLMVX vs VMVIX Comparison
Open Charts FLMVX vs VMVIX
JPMorgan Mid Cap Value L
Price$37.12
Change-$0.57 (-1.51%)
VolumeN/A
Net Assets13.09B
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
FLMVX vs VMVIX Comparison Chart
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FLMVX vs. VMVIX commentary
Feb 23, 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. FLMVX (13.1B). VMVIX pays higher dividends than FLMVX: VMVIX (2.03) vs FLMVX (1.16). FLMVX was incepted earlier than VMVIX: FLMVX (27 years) vs VMVIX (19 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 : 12.42 vs. FLMVX (1.25). VMVIX return over 5 years is better than : 38.40 vs. FLMVX (-2.38).
| FLMVX | VMVIX | FLMVX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 19 years | - |
| Gain YTD | 1.007 | 1.900 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 30.9B | 42% |
| Annual Yield % from dividends | 1.16 | 2.03 | 57% |
| Returns for 1 year | 1.25 | 12.42 | 10% |
| Returns for 3 years | -5.71 | 15.30 | -37% |
| Returns for 5 years | -2.38 | 38.40 | -6% |
| Returns for 10 years | 4.73 | 81.10 | 6% |
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