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JMVZX vs VMVAX
JMVZX vs VMVAX Comparison
Open Charts JMVZX vs VMVAX
JPMorgan Mid Cap Value R2
Price$37.82
Change-$0.08 (-0.21%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
JMVZX vs VMVAX Comparison Chart
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JMVZX vs. VMVAX commentary
Nov 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. JMVZX (14.1B). 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 : 27.09 vs. JMVZX (21.37). VMVAX return over 5 years is better than : 47.45 vs. JMVZX (2.78).
| 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 | 17.453 | 17.355 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 30.9B | 46% |
| Annual Yield % from dividends | 0.75 | 2.14 | 35% |
| Returns for 1 year | 21.37 | 27.09 | 79% |
| Returns for 3 years | -13.86 | 13.54 | -102% |
| Returns for 5 years | 2.78 | 47.45 | 6% |
| Returns for 10 years | 5.82 | 96.84 | 6% |
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