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JMVQX vs VMVAX
JMVQX vs VMVAX Comparison
Open Charts JMVQX vs VMVAX
JPMorgan Mid Cap Value R4
Price$35.05
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets12.35B
Vanguard Mid-Cap Value Index Admiral
Price$83.60
Change-$0.19 (-0.23%)
VolumeN/A
Net Assets29.95B
JMVQX vs VMVAX Comparison Chart
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JMVQX vs. VMVAX commentary
Jun 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 JMVQX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. JMVQX (12.3B). VMVAX pays higher dividends than JMVQX: VMVAX (2.31) vs JMVQX (0.85). 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 : 6.37 vs. JMVQX (-3.56). VMVAX return over 5 years is better than : 56.72 vs. JMVQX (6.36).
| 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 | -1.431 | 0.061 | -2,348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 29.9B | 41% |
| Annual Yield % from dividends | 0.85 | 2.31 | 37% |
| Returns for 1 year | -3.56 | 6.37 | -56% |
| Returns for 3 years | -8.29 | 12.81 | -65% |
| Returns for 5 years | 6.36 | 56.72 | 11% |
| Returns for 10 years | N/A | 80.09 | - |
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