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JMVYX vs VMVAX
JMVYX vs VMVAX Comparison
Open Charts JMVYX vs VMVAX
JPMorgan Mid Cap Value R6
Price$37.09
Change-$0.58 (-1.54%)
VolumeN/A
Net Assets13.09B
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
JMVYX vs VMVAX Comparison Chart
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JMVYX vs. VMVAX 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 JMVYX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. JMVYX (13.1B). 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 : 12.44 vs. JMVYX (1.33). VMVAX return over 5 years is better than : 38.46 vs. JMVYX (-2.14).
| 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 | 1.008 | 1.921 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 30.9B | 42% |
| Annual Yield % from dividends | 1.25 | 2.14 | 58% |
| Returns for 1 year | 1.33 | 12.44 | 11% |
| Returns for 3 years | -5.54 | 15.34 | -36% |
| Returns for 5 years | -2.14 | 38.46 | -6% |
| Returns for 10 years | N/A | 81.26 | - |
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