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JMVQX vs VMVAX
JMVQX vs VMVAX Comparison
Open Charts JMVQX vs VMVAX
JPMorgan Mid Cap Value R4
Price$35.65
Change-$1.04 (-2.83%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
JMVQX vs VMVAX Comparison Chart
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JMVQX vs. VMVAX 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 JMVQX is a Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. JMVQX (13.5B). VMVAX pays higher dividends than JMVQX: VMVAX (2.14) vs JMVQX (1.13). JMVQX was incepted earlier than VMVAX: JMVQX (8 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. JMVQX (12.00). JMVQX has a lower initial minimum investment than VMVAX: JMVQX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 15.41 vs. JMVQX (5.92). VMVAX return over 5 years is better than : 40.94 vs. JMVQX (-2.46).
| JMVQX | VMVAX | JMVQX / 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 | 4.889 | 14.833 | 33% |
| 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 | 1.13 | 2.14 | 53% |
| Returns for 1 year | 5.92 | 15.41 | 38% |
| Returns for 3 years | -5.47 | 14.48 | -38% |
| Returns for 5 years | -2.46 | 40.94 | -6% |
| Returns for 10 years | N/A | 89.30 | - |
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