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JMVQX vs VMVAX
JMVQX vs VMVAX Comparison
Open Charts JMVQX vs VMVAX
JPMorgan Mid Cap Value R4
Price$33.14
Change+$0.35 (+1.07%)
VolumeN/A
Net Assets11.73B
Vanguard Mid-Cap Value Index Admiral
Price$78.44
Change+$0.77 (+0.99%)
VolumeN/A
Net Assets29.86B
JMVQX vs VMVAX Comparison Chart
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JMVQX vs. VMVAX commentary
Apr 18, 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 JMVQX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. JMVQX (11.7B). VMVAX pays higher dividends than JMVQX: VMVAX (2.33) vs JMVQX (0.85). JMVQX was incepted earlier than VMVAX: JMVQX (9 years) vs VMVAX (14 years). JMVQX (0.94) is less costly to investors than VMVAX (0.07). JMVQX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (22.00). 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 : 2.29 vs. JMVQX (-7.26). VMVAX return over 5 years is better than : 70.09 vs. JMVQX (16.34).
| JMVQX | VMVAX | JMVQX / VMVAX | |
| Total Expense Ratio | 0.85 | 0.07 | 1,214% |
| Annual Report Gross Expense Ratio | 0.94 | 0.07 | 1,343% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -7.997 | -7.247 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 29.9B | 39% |
| Annual Yield % from dividends | 0.85 | 2.33 | 37% |
| Returns for 1 year | -7.26 | 2.29 | -317% |
| Returns for 3 years | -16.38 | 1.13 | -1,454% |
| Returns for 5 years | 16.34 | 70.09 | 23% |
| Returns for 10 years | N/A | 64.81 | - |
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