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JMVQX vs VMVIX
JMVQX vs VMVIX Comparison
Open Charts JMVQX vs VMVIX
JPMorgan Mid Cap Value R4
Price$36.03
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets12.48B
Vanguard Mid-Cap Value Index Investor
Price$65.16
Change+$0.31 (+0.48%)
VolumeN/A
Net Assets30.57B
JMVQX vs VMVIX Comparison Chart in %
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JMVQX vs. VMVIX commentary
Jul 18, 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 StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. JMVQX (12.5B). VMVIX pays higher dividends than JMVQX: VMVIX (2.14) vs JMVQX (0.83). JMVQX was incepted earlier than VMVIX: JMVQX (9 years) vs VMVIX (19 years). JMVQX (0.94) is less costly to investors than VMVIX (0.19). JMVQX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (19.00). JMVQX has a lower initial minimum investment than VMVIX: JMVQX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 4.51 vs. JMVQX (-4.47). VMVIX return over 5 years is better than : 66.84 vs. JMVQX (15.72).
| JMVQX | VMVIX | JMVQX / VMVIX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 0.94 | 0.19 | 495% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 0.617 | 1.893 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 30.6B | 41% |
| Annual Yield % from dividends | 0.83 | 2.14 | 39% |
| Returns for 1 year | -4.47 | 4.51 | -99% |
| Returns for 3 years | 3.12 | 26.98 | 12% |
| Returns for 5 years | 15.72 | 66.84 | 24% |
| Returns for 10 years | N/A | 84.01 | - |
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