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JAMCX vs VMVAX
JAMCX vs VMVAX Comparison
Open Charts JAMCX vs VMVAX
JPMorgan Mid Cap Value A
Price$39.28
Change-$0.17 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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JAMCX vs VMVAX Comparison Chart
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JAMCX vs. VMVAX 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 JAMCX is a Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. JAMCX (13.9B). VMVAX pays higher dividends than JAMCX: VMVAX (2.14) vs JAMCX (0.87). JAMCX was incepted earlier than VMVAX: JAMCX (23 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. JAMCX (12.00). JAMCX has a lower initial minimum investment than VMVAX: JAMCX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 21.85 vs. JAMCX (20.14). VMVAX return over 5 years is better than : 48.02 vs. JAMCX (5.92).
| JAMCX | VMVAX | JAMCX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 13.460 | 14.332 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 30.5B | 46% |
| Annual Yield % from dividends | 0.87 | 2.14 | 41% |
| Returns for 1 year | 20.14 | 21.85 | 92% |
| Returns for 3 years | -6.34 | 17.61 | -36% |
| Returns for 5 years | 5.92 | 48.02 | 12% |
| Returns for 10 years | 12.25 | 96.75 | 13% |