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JMVSX vs VMVIX
JMVSX vs VMVIX Comparison
Open Charts JMVSX vs VMVIX
JPMorgan Mid Cap Value I
Price$41.60
Change-$0.09 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.83
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
JMVSX vs VMVIX Comparison Chart
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JMVSX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. JMVSX (14.1B). VMVIX pays higher dividends than JMVSX: VMVIX (2.03) vs JMVSX (1.05). JMVSX was incepted earlier than VMVIX: JMVSX (23 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. JMVSX (12.00). VMVIX has a lower initial minimum investment than JMVSX: VMVIX (3000) vs JMVSX (1000000). VMVIX annual gain was more profitable for investors over the last year : 27.06 vs. JMVSX (22.53). VMVIX return over 5 years is better than : 47.37 vs. JMVSX (8.24).
| JMVSX | VMVIX | JMVSX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 17.981 | 17.315 | 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 | 2.03 | 52% |
| Returns for 1 year | 22.53 | 27.06 | 83% |
| Returns for 3 years | -10.81 | 13.52 | -80% |
| Returns for 5 years | 8.24 | 47.37 | 17% |
| Returns for 10 years | 14.86 | 96.63 | 15% |