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JMVRX vs VMVAX
JMVRX vs VMVAX Comparison
Open Charts JMVRX vs VMVAX
JPMorgan Mid Cap Value R5
Price$42.37
Change-$0.09 (-0.21%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
JMVRX vs VMVAX Comparison Chart
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JMVRX vs. VMVAX commentary
Nov 18, 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 JMVRX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. JMVRX (14.1B). VMVAX pays higher dividends than JMVRX: VMVAX (2.14) vs JMVRX (1.17). JMVRX was incepted earlier than VMVAX: JMVRX (8 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. JMVRX (12.00). 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 : 27.09 vs. JMVRX (22.82). VMVAX return over 5 years is better than : 47.45 vs. JMVRX (9.52).
| JMVRX | VMVAX | JMVRX / 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 | 18.121 | 17.355 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 30.9B | 46% |
| Annual Yield % from dividends | 1.17 | 2.14 | 55% |
| Returns for 1 year | 22.82 | 27.09 | 84% |
| Returns for 3 years | -10.15 | 13.54 | -75% |
| Returns for 5 years | 9.52 | 47.45 | 20% |
| Returns for 10 years | N/A | 96.84 | - |
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