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JMVSX vs VMVAX
JMVSX vs VMVAX Comparison
Open Charts JMVSX vs VMVAX
JPMorgan Mid Cap Value I
Price$41.60
Change-$0.09 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
JMVSX vs VMVAX Comparison Chart
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JMVSX vs. VMVAX commentary
Nov 18, 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 JMVSX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. JMVSX (14.1B). VMVAX pays higher dividends than JMVSX: VMVAX (2.14) vs JMVSX (1.05). JMVSX was incepted earlier than VMVAX: JMVSX (23 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. JMVSX (12.00). VMVAX has a lower initial minimum investment than JMVSX: VMVAX (3000) vs JMVSX (1000000). VMVAX annual gain was more profitable for investors over the last year : 27.09 vs. JMVSX (22.53). VMVAX return over 5 years is better than : 47.45 vs. JMVSX (8.24).
| JMVSX | VMVAX | JMVSX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 17.981 | 17.355 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 30.9B | 46% |
| Annual Yield % from dividends | 1.05 | 2.14 | 49% |
| Returns for 1 year | 22.53 | 27.09 | 83% |
| Returns for 3 years | -10.81 | 13.54 | -80% |
| Returns for 5 years | 8.24 | 47.45 | 17% |
| Returns for 10 years | 14.86 | 96.84 | 15% |
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