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JMVPX vs VMVIX
JMVPX vs VMVIX Comparison
Open Charts JMVPX vs VMVIX
JPMorgan Mid Cap Value R3
Price$35.60
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets13.41B
Vanguard Mid-Cap Value Index Investor
Price$65.44
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets30.1B
JMVPX vs VMVIX Comparison Chart
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JMVPX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. JMVPX (13.4B). VMVIX pays higher dividends than JMVPX: VMVIX (2.03) vs JMVPX (0.89). JMVPX was incepted earlier than VMVIX: JMVPX (8 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. JMVPX (12.00). 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 : 17.92 vs. JMVPX (7.11). VMVIX return over 5 years is better than : 38.27 vs. JMVPX (-5.35).
| JMVPX | VMVIX | JMVPX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 2.742 | 2.748 | 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 | 2.03 | 44% |
| Returns for 1 year | 7.11 | 17.92 | 40% |
| Returns for 3 years | -9.70 | 11.63 | -83% |
| Returns for 5 years | -5.35 | 38.27 | -14% |
| Returns for 10 years | N/A | 93.54 | - |
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