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JMVZX vs VMVIX
JMVZX vs VMVIX Comparison
Open Charts JMVZX vs VMVIX
JPMorgan Mid Cap Value R2
Price$36.62
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$65.76
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JMVZX vs VMVIX Comparison Chart
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JMVZX vs. VMVIX 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 VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.5B vs. JMVZX (13.7B). VMVIX pays higher dividends than JMVZX: VMVIX (2.03) vs JMVZX (0.75). JMVZX was incepted earlier than VMVIX: JMVZX (16 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. JMVZX (12.00). JMVZX has a lower initial minimum investment than VMVIX: JMVZX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 21.83 vs. JMVZX (16.36). VMVIX return over 5 years is better than : 47.93 vs. JMVZX (1.47).
| JMVZX | VMVIX | JMVZX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 12.391 | 14.287 | 87% |
| 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 | 2.03 | 37% |
| Returns for 1 year | 16.36 | 21.83 | 75% |
| Returns for 3 years | -11.15 | 17.59 | -63% |
| Returns for 5 years | 1.47 | 47.93 | 3% |
| Returns for 10 years | 3.94 | 96.48 | 4% |
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