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JMVPX vs VMVAX
JMVPX vs VMVAX Comparison
Open Charts JMVPX vs VMVAX
JPMorgan Mid Cap Value R3
Price$35.60
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets13.41B
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
JMVPX vs VMVAX Comparison Chart
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JMVPX vs. VMVAX commentary
Jan 19, 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: 30.1B vs. JMVPX (13.4B). 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 : 17.93 vs. JMVPX (7.11). VMVAX return over 5 years is better than : 38.32 vs. JMVPX (-5.35).
| 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 | 2.742 | 2.745 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 30.1B | 45% |
| Annual Yield % from dividends | 0.89 | 2.14 | 42% |
| Returns for 1 year | 7.11 | 17.93 | 40% |
| Returns for 3 years | -9.70 | 11.64 | -83% |
| Returns for 5 years | -5.35 | 38.32 | -14% |
| Returns for 10 years | N/A | 93.65 | - |
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