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JMVYX vs VMVAX
JMVYX vs VMVAX Comparison
Open Charts JMVYX vs VMVAX
JPMorgan Mid Cap Value R6
Price$34.35
Change+$2.23 (+6.94%)
VolumeN/A
Net Assets11.19B
Vanguard Mid-Cap Value Index Admiral
Price$78.61
Change+$5.09 (+6.92%)
VolumeN/A
Net Assets29.86B
JMVYX vs VMVAX Comparison Chart
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JMVYX vs. VMVAX commentary
Apr 11, 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 JMVYX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. JMVYX (11.2B). VMVAX pays higher dividends than JMVYX: VMVAX (2.33) vs JMVYX (1.06). JMVYX was incepted earlier than VMVAX: JMVYX (9 years) vs VMVAX (14 years). JMVYX (0.69) is less costly to investors than VMVAX (0.07). JMVYX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (22.00). 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 : -7.74 vs. JMVYX (-15.81). VMVAX return over 5 years is better than : 58.36 vs. JMVYX (11.30).
| JMVYX | VMVAX | JMVYX / VMVAX | |
| Total Expense Ratio | 0.60 | 0.07 | 857% |
| Annual Report Gross Expense Ratio | 0.69 | 0.07 | 986% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -12.527 | -12.203 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 29.9B | 37% |
| Annual Yield % from dividends | 1.06 | 2.33 | 46% |
| Returns for 1 year | -15.81 | -7.74 | 204% |
| Returns for 3 years | -19.53 | -4.36 | 448% |
| Returns for 5 years | 11.30 | 58.36 | 19% |
| Returns for 10 years | N/A | 55.65 | - |
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