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JMVPX vs VMVIX
JMVPX vs VMVIX Comparison
Open Charts JMVPX vs VMVIX
JPMorgan Mid Cap Value R3
Price$34.58
Change-$1.02 (-2.87%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$63.51
Change-$1.88 (-2.88%)
VolumeN/A
CapitalizationN/A
JMVPX vs VMVIX Comparison Chart
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JMVPX vs. VMVIX commentary
Dec 19, 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 Hold and VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. JMVPX (13.5B). 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 : 11.14 vs. JMVPX (5.34). VMVIX return over 5 years is better than : 36.10 vs. JMVPX (-4.43).
| 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 | 4.338 | 11.487 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 32.8B | 41% |
| Annual Yield % from dividends | 0.89 | 2.03 | 44% |
| Returns for 1 year | 5.34 | 11.14 | 48% |
| Returns for 3 years | -6.55 | 11.16 | -59% |
| Returns for 5 years | -4.43 | 36.10 | -12% |
| Returns for 10 years | N/A | 83.66 | - |
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