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JMVRX vs VMVIX
JMVRX vs VMVIX Comparison
Open Charts JMVRX vs VMVIX
JPMorgan Mid Cap Value R5
Price$37.03
Change-$0.57 (-1.52%)
VolumeN/A
Net Assets13.09B
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
JMVRX vs VMVIX Comparison Chart
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JMVRX vs. VMVIX commentary
Feb 23, 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. JMVRX (13.1B). VMVIX pays higher dividends than JMVRX: VMVIX (2.03) vs JMVRX (1.17). JMVRX was incepted earlier than VMVIX: JMVRX (8 years) vs VMVIX (19 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 : 12.42 vs. JMVRX (1.23). VMVIX return over 5 years is better than : 38.40 vs. JMVRX (-2.59).
| JMVRX | VMVIX | JMVRX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 1.009 | 1.900 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 30.9B | 42% |
| Annual Yield % from dividends | 1.17 | 2.03 | 58% |
| Returns for 1 year | 1.23 | 12.42 | 10% |
| Returns for 3 years | -5.76 | 15.30 | -38% |
| Returns for 5 years | -2.59 | 38.40 | -7% |
| Returns for 10 years | N/A | 81.10 | - |
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