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JMVYX vs VMVAX
JMVYX vs VMVAX Comparison
Open Charts JMVYX vs VMVAX
JPMorgan Mid Cap Value R6
Price$36.80
Change-$1.08 (-2.85%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
JMVYX vs VMVAX Comparison Chart
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JMVYX vs. VMVAX commentary
Dec 19, 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 Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. JMVYX (13.5B). 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 : 11.15 vs. JMVYX (6.52). VMVAX return over 5 years is better than : 36.17 vs. JMVYX (-0.31).
| 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 | 5.486 | 11.523 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 32.8B | 41% |
| Annual Yield % from dividends | 1.25 | 2.14 | 58% |
| Returns for 1 year | 6.52 | 11.15 | 58% |
| Returns for 3 years | -4.31 | 11.18 | -39% |
| Returns for 5 years | -0.31 | 36.17 | -1% |
| Returns for 10 years | N/A | 83.84 | - |
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