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JMVPX vs VMVIX
JMVPX vs VMVIX Comparison
Open Charts JMVPX vs VMVIX
JPMorgan Mid Cap Value R3
Price$36.00
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets12.69B
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
JMVPX vs VMVIX Comparison Chart in %
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JMVPX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. JMVPX (12.7B). 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 : 9.75 vs. JMVPX (-0.65). VMVIX return over 5 years is better than : 71.74 vs. JMVPX (16.41).
| 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 | 3.896 | 5.522 | 71% |
| 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 | 2.14 | 30% |
| Returns for 1 year | -0.65 | 9.75 | -7% |
| Returns for 3 years | 2.44 | 28.14 | 9% |
| Returns for 5 years | 16.41 | 71.74 | 23% |
| Returns for 10 years | N/A | 93.04 | - |
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