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JMVPX vs VMVAX
JMVPX vs VMVAX Comparison
Open Charts JMVPX vs VMVAX
JPMorgan Mid Cap Value R3
Price$33.57
Change-$0.10 (-0.30%)
VolumeN/A
Net Assets12.26B
Vanguard Mid-Cap Value Index Admiral
Price$82.45
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets29.07B
JMVPX vs VMVAX Comparison Chart
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JMVPX vs. VMVAX commentary
May 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: 29.1B vs. JMVPX (12.3B). VMVAX pays higher dividends than JMVPX: VMVAX (2.40) vs JMVPX (0.67). 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 (19.00). 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 : 3.63 vs. JMVPX (-7.05). VMVAX return over 5 years is better than : 76.66 vs. JMVPX (18.32).
| 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 | -3.117 | -1.539 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 29.1B | 42% |
| Annual Yield % from dividends | 0.67 | 2.40 | 28% |
| Returns for 1 year | -7.05 | 3.63 | -194% |
| Returns for 3 years | -6.92 | 15.72 | -44% |
| Returns for 5 years | 18.32 | 76.66 | 24% |
| Returns for 10 years | N/A | 75.91 | - |
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