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JMVPX vs VMVAX
JMVPX vs VMVAX Comparison
Open Charts JMVPX vs VMVAX
JPMorgan Mid Cap Value R3
Price$34.97
Change-$0.55 (-1.55%)
VolumeN/A
Net Assets13.09B
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
JMVPX vs VMVAX Comparison Chart
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JMVPX vs. VMVAX 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 JMVPX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. JMVPX (13.1B). VMVAX pays higher dividends than JMVPX: VMVAX (2.14) vs JMVPX (0.89). JMVPX was incepted earlier than VMVAX: JMVPX (8 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. JMVPX (12.00). 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 : 12.44 vs. JMVPX (0.21). VMVAX return over 5 years is better than : 38.46 vs. JMVPX (-6.20).
| JMVPX | VMVAX | JMVPX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 0.924 | 1.921 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 30.9B | 42% |
| Annual Yield % from dividends | 0.89 | 2.14 | 42% |
| Returns for 1 year | 0.21 | 12.44 | 2% |
| Returns for 3 years | -7.78 | 15.34 | -51% |
| Returns for 5 years | -6.20 | 38.46 | -16% |
| Returns for 10 years | N/A | 81.26 | - |
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