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JMVPX vs VMVAX
JMVPX vs VMVAX Comparison
Open Charts JMVPX vs VMVAX
JPMorgan Mid Cap Value R3
Price$31.48
Change-$0.89 (-2.75%)
VolumeN/A
Net Assets11.96B
Vanguard Mid-Cap Value Index Admiral
Price$76.45
Change-$2.16 (-2.75%)
VolumeN/A
Net Assets29.86B
JMVPX vs VMVAX Comparison Chart
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JMVPX vs. VMVAX commentary
Apr 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 Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. JMVPX (12B). VMVAX pays higher dividends than JMVPX: VMVAX (2.33) vs JMVPX (0.66). JMVPX was incepted earlier than VMVAX: JMVPX (9 years) vs VMVAX (14 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 : 0.38 vs. JMVPX (-9.40). VMVAX return over 5 years is better than : 69.33 vs. JMVPX (14.09).
| 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 | 14 years | - |
| Gain YTD | -6.580 | -6.125 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 29.9B | 40% |
| Annual Yield % from dividends | 0.66 | 2.33 | 28% |
| Returns for 1 year | -9.40 | 0.38 | -2,485% |
| Returns for 3 years | -15.58 | 2.95 | -528% |
| Returns for 5 years | 14.09 | 69.33 | 20% |
| Returns for 10 years | N/A | 67.26 | - |
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