Interact to see
Advertisement
Advertisement
JMVPX vs VMVIX
JMVPX vs VMVIX Comparison
Open Charts JMVPX vs VMVIX
JPMorgan Mid Cap Value R3
Price$36.03
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets12.42B
Vanguard Mid-Cap Value Index Investor
Price$67.94
Change+$0.49 (+0.73%)
VolumeN/A
Net Assets32.03B
JMVPX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVPX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32B vs. JMVPX (12.4B). VMVIX pays higher dividends than JMVPX: VMVIX (2.04) vs JMVPX (0.62). 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 : 7.20 vs. JMVPX (-3.66). VMVIX return over 5 years is better than : 67.63 vs. JMVPX (11.94).
| 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 | 3.983 | 6.858 | 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 | 2.04 | 31% |
| Returns for 1 year | -3.66 | 7.20 | -51% |
| Returns for 3 years | 2.33 | 29.22 | 8% |
| Returns for 5 years | 11.94 | 67.63 | 18% |
| Returns for 10 years | N/A | 101.86 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CPRA | 26.00 | 0.08 | +0.32% |
| Calamos Russell 2000 Str Alt Prt ETF-Apr | |||
| JOF | 10.73 | 0.03 | +0.28% |
| Japan Smaller Capitalization Fund | |||
| ARB | 28.96 | 0.05 | +0.16% |
| AltShares Merger Arbitrage ETF | |||
| EQRR | 62.62 | -0.58 | -0.91% |
| ProShares Equities for Rising Rates ETF | |||
| NVDY | 16.11 | -0.38 | -2.30% |
| YieldMax NVDA Option Income Strategy ETF | |||