Interact to see
Advertisement
Advertisement
JMVPX vs VMVIX
JMVPX vs VMVIX Comparison
Open Charts JMVPX vs VMVIX
JPMorgan Mid Cap Value R3
Price$35.60
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets12.8B
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
JMVPX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVPX vs. VMVIX commentary
Jul 06, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. JMVPX (12.8B). VMVIX pays higher dividends than JMVPX: VMVIX (2.14) vs JMVPX (0.64). JMVPX was incepted earlier than VMVIX: JMVPX (9 years) vs VMVIX (19 years). JMVPX (1.19) is less costly to investors than VMVIX (0.19). JMVPX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (19.00). JMVPX has a lower initial minimum investment than VMVIX: JMVPX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 12.13 vs. JMVPX (1.96). VMVIX return over 5 years is better than : 76.99 vs. JMVPX (19.12).
| JMVPX | VMVIX | JMVPX / VMVIX | |
| Total Expense Ratio | 1.10 | 0.19 | 579% |
| Annual Report Gross Expense Ratio | 1.19 | 0.19 | 626% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 2.742 | 3.574 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 29.9B | 43% |
| Annual Yield % from dividends | 0.64 | 2.14 | 30% |
| Returns for 1 year | 1.96 | 12.13 | 16% |
| Returns for 3 years | 3.74 | 28.47 | 13% |
| Returns for 5 years | 19.12 | 76.99 | 25% |
| Returns for 10 years | N/A | 88.04 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement