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JMVPX vs VMVAX
JMVPX vs VMVAX Comparison
Open Charts JMVPX vs VMVAX
JPMorgan Mid Cap Value R3
Price$36.03
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets12.42B
Vanguard Mid-Cap Value Index Admiral
Price$89.49
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets32.03B
JMVPX vs VMVAX Comparison Chart in %
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JMVPX vs. VMVAX commentary
Sep 08, 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: 32B vs. JMVPX (12.4B). VMVAX pays higher dividends than JMVPX: VMVAX (2.15) vs JMVPX (0.62). 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 : 7.20 vs. JMVPX (-3.66). VMVAX return over 5 years is better than : 67.70 vs. JMVPX (11.94).
| 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 | 3.983 | 6.882 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 32B | 39% |
| Annual Yield % from dividends | 0.62 | 2.15 | 29% |
| Returns for 1 year | -3.66 | 7.20 | -51% |
| Returns for 3 years | 2.33 | 29.26 | 8% |
| Returns for 5 years | 11.94 | 67.70 | 18% |
| Returns for 10 years | N/A | 101.90 | - |
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