JMVRX
Price
$37.34
Change
-$0.00 (-0.00%)
Updated
Feb 29, 6:59 PM EST
VMVAX
Price
$76.99
Change
-$0.00 (-0.00%)
Updated
Feb 29, 6:59 PM EST
Ad is loading...

Compare predictions JMVRX vs VMVAX

Header iconJMVRX vs VMVAX Comparison
Open Charts JMVRX vs VMVAXBanner chart's image
JPMorgan Mid Cap Value R5
Price$37.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$76.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
JMVRX vs VMVAX Comparison Chart

Loading...

VS
JMVRX vs. VMVAX commentary
Mar 02, 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 Hold.

FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 27.7B vs. JMVRX (13.4B). VMVAX pays higher dividends than JMVRX: VMVAX (2.31) vs JMVRX (1.28). JMVRX was incepted earlier than VMVAX: JMVRX (7 years) vs VMVAX (12 years). JMVRX (0.84) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 18.00 vs. JMVRX (12.00). JMVRX has a lower initial minimum investment than VMVAX: JMVRX (0) vs VMVAX (3000). VMVAX (6.52) and JMVRX (6.38) have marching annual gain over last year. VMVAX return over 5 years is better than : 37.90 vs. JMVRX (4.77).
JMVRXVMVAXJMVRX / VMVAX
Total Expense Ratio0.750.071,071%
Annual Report Gross Expense Ratio0.840.071,200%
Fund Existence7 years12 years-
Gain YTD4.0982.544161%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.4B27.7B48%
Annual Yield % from dividends1.282.3155%
Returns for 1 year6.386.5298%
Returns for 3 years-4.4415.11-29%
Returns for 5 years4.7737.9013%
Returns for 10 yearsN/A86.42-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
TINY50.171.66
+3.43%
ProShares Nanotechnology ETF
FTGS29.980.45
+1.52%
First Trust Growth Strength ETF
FXZ67.860.49
+0.73%
First Trust Materials AlphaDEX® ETF
STXK29.120.11
+0.36%
Strive Small-Cap ETF
KNG52.030.09
+0.17%
FT Cboe Vest S&P 500® Dv Ast Tgt Inc ETF