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JMVRX vs VMVAX
JMVRX vs VMVAX Comparison
Open Charts JMVRX vs VMVAX
JPMorgan Mid Cap Value R5
Price$36.71
Change-$1.08 (-2.86%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
JMVRX vs VMVAX Comparison Chart
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JMVRX 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 JMVRX is a Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. JMVRX (13.5B). 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 : 15.41 vs. JMVRX (6.41). VMVAX return over 5 years is better than : 40.94 vs. JMVRX (-0.77).
| 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 | 5.353 | 14.833 | 36% |
| 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 | 1.17 | 2.14 | 55% |
| Returns for 1 year | 6.41 | 15.41 | 42% |
| Returns for 3 years | -4.52 | 14.48 | -31% |
| Returns for 5 years | -0.77 | 40.94 | -2% |
| Returns for 10 years | N/A | 89.30 | - |
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