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JMVPX vs VMVAX
JMVPX vs VMVAX Comparison
Open Charts JMVPX vs VMVAX
JPMorgan Mid Cap Value R3
Price$40.16
Change-$0.09 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
JMVPX vs VMVAX Comparison Chart
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JMVPX vs. VMVAX commentary
Nov 18, 2024
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: 30.9B vs. JMVPX (14.1B). 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 : 27.09 vs. JMVPX (22.02). VMVAX return over 5 years is better than : 47.45 vs. JMVPX (5.94).
| 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 | 17.702 | 17.355 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 30.9B | 46% |
| Annual Yield % from dividends | 0.89 | 2.14 | 42% |
| Returns for 1 year | 22.02 | 27.09 | 81% |
| Returns for 3 years | -12.05 | 13.54 | -89% |
| Returns for 5 years | 5.94 | 47.45 | 13% |
| Returns for 10 years | N/A | 96.84 | - |
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