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JMVQX vs VMVAX
JMVQX vs VMVAX Comparison
Open Charts JMVQX vs VMVAX
JPMorgan Mid Cap Value R4
Price$34.57
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets12.3B
Vanguard Mid-Cap Value Index Admiral
Price$82.45
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets29.07B
JMVQX vs VMVAX Comparison Chart
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JMVQX vs. VMVAX commentary
May 10, 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 JMVQX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. JMVQX (12.3B). VMVAX pays higher dividends than JMVQX: VMVAX (2.40) vs JMVQX (0.87). JMVQX was incepted earlier than VMVAX: JMVQX (9 years) vs VMVAX (14 years). JMVQX (0.94) is less costly to investors than VMVAX (0.07). JMVQX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). JMVQX has a lower initial minimum investment than VMVAX: JMVQX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 3.48 vs. JMVQX (-6.25). VMVAX return over 5 years is better than : 76.40 vs. JMVQX (21.14).
| JMVQX | VMVAX | JMVQX / VMVAX | |
| Total Expense Ratio | 0.85 | 0.07 | 1,214% |
| Annual Report Gross Expense Ratio | 0.94 | 0.07 | 1,343% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -2.722 | -1.683 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 29.1B | 42% |
| Annual Yield % from dividends | 0.87 | 2.40 | 36% |
| Returns for 1 year | -6.25 | 3.48 | -180% |
| Returns for 3 years | -5.54 | 15.55 | -36% |
| Returns for 5 years | 21.14 | 76.40 | 28% |
| Returns for 10 years | N/A | 75.65 | - |
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