Ad is loading...
JMVQX vs VMVIX
JMVQX vs VMVIX Comparison
Open Charts JMVQX vs VMVIX
JPMorgan Mid Cap Value R4
Price$35.65
Change-$1.04 (-2.83%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$63.51
Change-$1.88 (-2.88%)
VolumeN/A
CapitalizationN/A
JMVQX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVQX 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 JMVQX is a Hold and VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. JMVQX (13.5B). VMVIX pays higher dividends than JMVQX: VMVIX (2.03) vs JMVQX (1.13). JMVQX was incepted earlier than VMVIX: JMVQX (8 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. JMVQX (12.00). JMVQX has a lower initial minimum investment than VMVIX: JMVQX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 15.40 vs. JMVQX (5.92). VMVIX return over 5 years is better than : 40.88 vs. JMVQX (-2.46).
| JMVQX | VMVIX | JMVQX / 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 | 4.889 | 14.787 | 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 | 2.03 | 56% |
| Returns for 1 year | 5.92 | 15.40 | 38% |
| Returns for 3 years | -5.47 | 14.45 | -38% |
| Returns for 5 years | -2.46 | 40.88 | -6% |
| Returns for 10 years | N/A | 89.09 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...