Interact to see
Advertisement
Advertisement
JMVRX vs VMVAX
JMVRX vs VMVAX Comparison
Open Charts JMVRX vs VMVAX
JPMorgan Mid Cap Value R5
Price$35.98
Change-$0.79 (-2.15%)
VolumeN/A
Net Assets12.62B
Vanguard Mid-Cap Value Index Admiral
Price$83.09
Change-$1.71 (-2.02%)
VolumeN/A
Net Assets29.07B
JMVRX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. VMVAX commentary
May 22, 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 JMVRX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. JMVRX (12.6B). VMVAX pays higher dividends than JMVRX: VMVAX (2.40) vs JMVRX (0.99). JMVRX was incepted earlier than VMVAX: JMVRX (9 years) vs VMVAX (14 years). JMVRX (0.79) is less costly to investors than VMVAX (0.07). JMVRX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). JMVRX has a lower initial minimum investment than VMVAX: JMVRX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 5.62 vs. JMVRX (-3.45). VMVAX return over 5 years is better than : 81.66 vs. JMVRX (27.44).
| JMVRX | VMVAX | JMVRX / VMVAX | |
| Total Expense Ratio | 0.70 | 0.07 | 1,000% |
| Annual Report Gross Expense Ratio | 0.79 | 0.07 | 1,129% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 0.300 | 1.267 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 29.1B | 43% |
| Annual Yield % from dividends | 0.99 | 2.40 | 41% |
| Returns for 1 year | -3.45 | 5.62 | -61% |
| Returns for 3 years | -0.49 | 19.89 | -2% |
| Returns for 5 years | 27.44 | 81.66 | 34% |
| Returns for 10 years | N/A | 78.27 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CRDT | 24.54 | -0.20 | -0.80% |
| Simplify Opportunistic Income ETF | |||
| DRIV | 22.25 | -0.29 | -1.29% |
| Global X Atnms & Elctrc Vhcls ETF | |||
| MDLV | 26.32 | -0.43 | -1.61% |
| Morgan Dempsey Large Cap Value ETF | |||
| VTWO | 82.12 | -2.37 | -2.81% |
| Vanguard Russell 2000 ETF | |||
| IVOV | 91.45 | -2.67 | -2.84% |
| Vanguard S&P Mid-Cap 400 Value ETF | |||