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JMVYX vs VMVAX
JMVYX vs VMVAX Comparison
Open Charts JMVYX vs VMVAX
JPMorgan Mid Cap Value R6
Price$42.46
Change-$0.09 (-0.21%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
JMVYX vs VMVAX Comparison Chart
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JMVYX 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 JMVYX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. JMVYX (14.1B). VMVAX pays higher dividends than JMVYX: VMVAX (2.14) vs JMVYX (1.25). JMVYX was incepted earlier than VMVAX: JMVYX (8 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. JMVYX (12.00). VMVAX has a lower initial minimum investment than JMVYX: VMVAX (3000) vs JMVYX (15000000). VMVAX annual gain was more profitable for investors over the last year : 27.09 vs. JMVYX (22.94). VMVAX return over 5 years is better than : 47.45 vs. JMVYX (10.00).
| JMVYX | VMVAX | JMVYX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 18.240 | 17.355 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 30.9B | 46% |
| Annual Yield % from dividends | 1.25 | 2.14 | 58% |
| Returns for 1 year | 22.94 | 27.09 | 85% |
| Returns for 3 years | -9.94 | 13.54 | -73% |
| Returns for 5 years | 10.00 | 47.45 | 21% |
| Returns for 10 years | N/A | 96.84 | - |
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