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FLMVX vs VMVIX
FLMVX vs VMVIX Comparison
Open Charts FLMVX vs VMVIX
JPMorgan Mid Cap Value L
Price$37.84
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets12.75B
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
FLMVX vs VMVIX Comparison Chart in %
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FLMVX vs. VMVIX commentary
Jul 04, 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 StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. FLMVX (12.7B). VMVIX pays higher dividends than FLMVX: VMVIX (2.14) vs FLMVX (0.94). 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 : 11.86 vs. FLMVX (2.58). VMVIX return over 5 years is better than : 76.56 vs. FLMVX (23.42).
| 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 | 2.558 | 3.323 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 29.9B | 42% |
| Annual Yield % from dividends | 0.94 | 2.14 | 44% |
| Returns for 1 year | 2.58 | 11.86 | 22% |
| Returns for 3 years | 5.61 | 28.16 | 20% |
| Returns for 5 years | 23.42 | 76.56 | 31% |
| Returns for 10 years | 7.85 | 87.59 | 9% |
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