Ad is loading...
JMVPX vs VMVIX
JMVPX vs VMVIX Comparison
Open Charts JMVPX vs VMVIX
JPMorgan Mid Cap Value R3
Price$31.48
Change-$0.89 (-2.75%)
VolumeN/A
Net Assets11.96B
Vanguard Mid-Cap Value Index Investor
Price$58.11
Change-$1.64 (-2.74%)
VolumeN/A
Net Assets29.86B
JMVPX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVPX vs. VMVIX 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. JMVPX (12B). VMVIX pays higher dividends than JMVPX: VMVIX (2.20) vs JMVPX (0.66). JMVPX was incepted earlier than VMVIX: JMVPX (9 years) vs VMVIX (19 years). JMVPX (1.19) is less costly to investors than VMVIX (0.19). JMVPX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (22.00). JMVPX has a lower initial minimum investment than VMVIX: JMVPX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 0.37 vs. JMVPX (-9.40). VMVIX return over 5 years is better than : 69.25 vs. JMVPX (14.09).
| JMVPX | VMVIX | JMVPX / VMVIX | |
| Total Expense Ratio | 1.10 | 0.19 | 579% |
| Annual Report Gross Expense Ratio | 1.19 | 0.19 | 626% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | -6.580 | -6.132 | 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 | 2.20 | 30% |
| Returns for 1 year | -9.40 | 0.37 | -2,528% |
| Returns for 3 years | -15.58 | 2.92 | -534% |
| Returns for 5 years | 14.09 | 69.25 | 20% |
| Returns for 10 years | N/A | 67.15 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers