Ad is loading...
JMVZX vs VMVAX
JMVZX vs VMVAX Comparison
Open Charts JMVZX vs VMVAX
JPMorgan Mid Cap Value R2
Price$36.62
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.54
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JMVZX vs VMVAX Comparison Chart
Loading...
JMVZX vs. VMVAX commentary
Sep 20, 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 JMVZX is a Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. JMVZX (13.7B). VMVAX pays higher dividends than JMVZX: VMVAX (2.14) vs JMVZX (0.75). JMVZX was incepted earlier than VMVAX: JMVZX (16 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. JMVZX (12.00). JMVZX has a lower initial minimum investment than VMVAX: JMVZX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 21.85 vs. JMVZX (16.36). VMVAX return over 5 years is better than : 48.02 vs. JMVZX (1.47).
| JMVZX | VMVAX | JMVZX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 12.391 | 14.332 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 30.5B | 45% |
| Annual Yield % from dividends | 0.75 | 2.14 | 35% |
| Returns for 1 year | 16.36 | 21.85 | 75% |
| Returns for 3 years | -11.15 | 17.61 | -63% |
| Returns for 5 years | 1.47 | 48.02 | 3% |
| Returns for 10 years | 3.94 | 96.75 | 4% |