Ad is loading...
JMVRX vs VMVAX
JMVRX vs VMVAX Comparison
Open Charts JMVRX vs VMVAX
JPMorgan Mid Cap Value R5
Price$38.13
Change+$0.38 (+1.01%)
VolumeN/A
Net Assets13.4B
Vanguard Mid-Cap Value Index Admiral
Price$86.54
Change+$0.88 (+1.03%)
VolumeN/A
Net Assets30.1B
JMVRX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. VMVAX commentary
Jan 31, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. JMVRX (13.4B). 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 : 16.15 vs. JMVRX (7.92). VMVAX return over 5 years is better than : 42.66 vs. JMVRX (3.48).
| 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 | 4.010 | 2.232 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 30.1B | 45% |
| Annual Yield % from dividends | 1.17 | 2.14 | 55% |
| Returns for 1 year | 7.92 | 16.15 | 49% |
| Returns for 3 years | -4.05 | 13.83 | -29% |
| Returns for 5 years | 3.48 | 42.66 | 8% |
| Returns for 10 years | N/A | 90.92 | - |