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JMVQX vs VMVIX
JMVQX vs VMVIX Comparison
Open Charts JMVQX vs VMVIX
JPMorgan Mid Cap Value R4
Price$35.98
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets12.26B
Vanguard Mid-Cap Value Index Investor
Price$65.82
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets31.04B
JMVQX vs VMVIX Comparison Chart in %
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JMVQX vs. VMVIX commentary
Aug 12, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. JMVQX (12.3B). VMVIX pays higher dividends than JMVQX: VMVIX (2.10) 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: 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 : 8.30 vs. JMVQX (-2.73). VMVIX return over 5 years is better than : 62.47 vs. JMVQX (10.49).
| 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 | 1.291 | 3.841 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 31B | 40% |
| Annual Yield % from dividends | 0.82 | 2.10 | 39% |
| Returns for 1 year | -2.73 | 8.30 | -33% |
| Returns for 3 years | -6.43 | 16.52 | -39% |
| Returns for 5 years | 10.49 | 62.47 | 17% |
| Returns for 10 years | N/A | 86.03 | - |
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