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JMVPX vs VMVIX
JMVPX vs VMVIX Comparison
Open Charts JMVPX vs VMVIX
JPMorgan Mid Cap Value R3
Price$34.97
Change-$0.55 (-1.55%)
VolumeN/A
Net Assets13.09B
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
JMVPX vs VMVIX Comparison Chart
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JMVPX vs. VMVIX commentary
Feb 23, 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. JMVPX (13.1B). VMVIX pays higher dividends than JMVPX: VMVIX (2.03) vs JMVPX (0.89). JMVPX was incepted earlier than VMVIX: JMVPX (8 years) vs VMVIX (19 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 : 12.42 vs. JMVPX (0.21). VMVIX return over 5 years is better than : 38.40 vs. JMVPX (-6.20).
| JMVPX | VMVIX | JMVPX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 0.924 | 1.900 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 30.9B | 42% |
| Annual Yield % from dividends | 0.89 | 2.03 | 44% |
| Returns for 1 year | 0.21 | 12.42 | 2% |
| Returns for 3 years | -7.78 | 15.30 | -51% |
| Returns for 5 years | -6.20 | 38.40 | -16% |
| Returns for 10 years | N/A | 81.10 | - |
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