Ad is loading...
JMVPX vs VMVAX
JMVPX vs VMVAX Comparison
Open Charts JMVPX vs VMVAX
JPMorgan Mid Cap Value R3
Price$33.65
Change-$0.48 (-1.41%)
VolumeN/A
Net Assets12.73B
Vanguard Mid-Cap Value Index Admiral
Price$83.28
Change-$0.94 (-1.12%)
VolumeN/A
Net Assets30.85B
JMVPX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVPX vs. VMVAX commentary
Mar 11, 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 JMVPX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.8B vs. JMVPX (12.7B). VMVAX pays higher dividends than JMVPX: VMVAX (2.06) vs JMVPX (0.64). JMVPX was incepted earlier than VMVAX: JMVPX (9 years) vs VMVAX (13 years). JMVPX (1.19) is less costly to investors than VMVAX (0.07). JMVPX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (22.00). JMVPX has a lower initial minimum investment than VMVAX: JMVPX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 7.44 vs. JMVPX (-4.53). VMVAX return over 5 years is better than : 58.06 vs. JMVPX (5.31).
| JMVPX | VMVAX | JMVPX / VMVAX | |
| Total Expense Ratio | 1.10 | 0.07 | 1,571% |
| Annual Report Gross Expense Ratio | 1.19 | 0.07 | 1,700% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | -1.501 | 0.513 | -292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 30.8B | 41% |
| Annual Yield % from dividends | 0.64 | 2.06 | 31% |
| Returns for 1 year | -4.53 | 7.44 | -61% |
| Returns for 3 years | -7.13 | 16.41 | -43% |
| Returns for 5 years | 5.31 | 58.06 | 9% |
| Returns for 10 years | N/A | 85.27 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers