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JMVRX vs VMVIX
JMVRX vs VMVIX Comparison
Open Charts JMVRX vs VMVIX
JPMorgan Mid Cap Value R5
Price$37.68
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets13.41B
Vanguard Mid-Cap Value Index Investor
Price$65.44
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets30.1B
JMVRX vs VMVIX Comparison Chart
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JMVRX vs. VMVIX commentary
Jan 19, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. JMVRX (13.4B). VMVIX pays higher dividends than JMVRX: VMVIX (2.03) vs JMVRX (1.17). JMVRX was incepted earlier than VMVIX: JMVRX (8 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. JMVRX (12.00). JMVRX has a lower initial minimum investment than VMVIX: JMVRX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 17.92 vs. JMVRX (8.19). VMVIX return over 5 years is better than : 38.27 vs. JMVRX (-1.70).
| JMVRX | VMVIX | JMVRX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 2.782 | 2.748 | 101% |
| 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 | 2.03 | 58% |
| Returns for 1 year | 8.19 | 17.92 | 46% |
| Returns for 3 years | -7.72 | 11.63 | -66% |
| Returns for 5 years | -1.70 | 38.27 | -4% |
| Returns for 10 years | N/A | 93.54 | - |
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