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JMVQX vs VMVIX
JMVQX vs VMVIX Comparison
Open Charts JMVQX vs VMVIX
JPMorgan Mid Cap Value R4
Price$36.26
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets11.67B
Vanguard Mid-Cap Value Index Investor
Price$67.56
Change+$0.13 (+0.19%)
VolumeN/A
Net Assets31.8B
JMVQX vs VMVIX Comparison Chart in %
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JMVQX vs. VMVIX commentary
Nov 20, 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 Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. JMVQX (11.7B). VMVIX pays higher dividends than JMVQX: VMVIX (2.08) vs JMVQX (0.82). 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: 39.00 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 : 0.59 vs. JMVQX (-11.74). VMVIX return over 5 years is better than : 50.92 vs. JMVQX (0.28).
| 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 | 1.740 | 5.975 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 31.8B | 37% |
| Annual Yield % from dividends | 0.82 | 2.08 | 39% |
| Returns for 1 year | -11.74 | 0.59 | -1,982% |
| Returns for 3 years | -2.66 | 24.43 | -11% |
| Returns for 5 years | 0.28 | 50.92 | 1% |
| Returns for 10 years | N/A | 97.18 | - |
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