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JMVPX vs VMVAX
JMVPX vs VMVAX Comparison
Open Charts JMVPX vs VMVAX
JPMorgan Mid Cap Value R3
Price$36.00
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets12.69B
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change+$0.58 (+0.66%)
VolumeN/A
Net Assets30.57B
JMVPX vs VMVAX Comparison Chart in %
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JMVPX vs. VMVAX commentary
Jul 27, 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 JMVPX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. JMVPX (12.7B). VMVAX pays higher dividends than JMVPX: VMVAX (2.26) vs JMVPX (0.64). JMVPX was incepted earlier than VMVAX: JMVPX (9 years) vs VMVAX (14 years). JMVPX (1.19) is less costly to investors than VMVAX (0.07). JMVPX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). JMVPX has a lower initial minimum investment than VMVAX: JMVPX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 9.76 vs. JMVPX (-0.65). VMVAX return over 5 years is better than : 71.82 vs. JMVPX (16.41).
| JMVPX | VMVAX | JMVPX / VMVAX | |
| Total Expense Ratio | 1.10 | 0.07 | 1,571% |
| Annual Report Gross Expense Ratio | 1.19 | 0.07 | 1,700% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 3.896 | 5.532 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 30.6B | 42% |
| Annual Yield % from dividends | 0.64 | 2.26 | 29% |
| Returns for 1 year | -0.65 | 9.76 | -7% |
| Returns for 3 years | 2.44 | 28.18 | 9% |
| Returns for 5 years | 16.41 | 71.82 | 23% |
| Returns for 10 years | N/A | 93.07 | - |
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