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JMVRX vs VMVIX
JMVRX vs VMVIX Comparison
Open Charts JMVRX vs VMVIX
JPMorgan Mid Cap Value R5
Price$36.71
Change-$1.08 (-2.86%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$63.51
Change-$1.88 (-2.88%)
VolumeN/A
CapitalizationN/A
JMVRX vs VMVIX Comparison Chart
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JMVRX vs. VMVIX 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 VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. JMVRX (13.5B). 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 : 15.40 vs. JMVRX (6.41). VMVIX return over 5 years is better than : 40.88 vs. JMVRX (-0.77).
| 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 | 5.353 | 14.787 | 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 | 2.03 | 58% |
| Returns for 1 year | 6.41 | 15.40 | 42% |
| Returns for 3 years | -4.52 | 14.45 | -31% |
| Returns for 5 years | -0.77 | 40.88 | -2% |
| Returns for 10 years | N/A | 89.09 | - |
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