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JMVYX vs VMVAX
JMVYX vs VMVAX Comparison
Open Charts JMVYX vs VMVAX
JPMorgan Mid Cap Value R6
Price$37.74
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets13.41B
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
JMVYX vs VMVAX Comparison Chart
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JMVYX vs. VMVAX commentary
Jan 19, 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: 30.1B vs. JMVYX (13.4B). 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 : 17.93 vs. JMVYX (8.35). VMVAX return over 5 years is better than : 38.32 vs. JMVYX (-1.24).
| 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 | 2.778 | 2.745 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 30.1B | 45% |
| Annual Yield % from dividends | 1.25 | 2.14 | 58% |
| Returns for 1 year | 8.35 | 17.93 | 47% |
| Returns for 3 years | -7.51 | 11.64 | -64% |
| Returns for 5 years | -1.24 | 38.32 | -3% |
| Returns for 10 years | N/A | 93.65 | - |
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