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JMVQX vs VMVIX
JMVQX vs VMVIX Comparison
Open Charts JMVQX vs VMVIX
JPMorgan Mid Cap Value R4
Price$37.06
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets12.2B
Vanguard Mid-Cap Value Index Investor
Price$68.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets32.47B
JMVQX vs VMVIX Comparison Chart in %
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JMVQX vs. VMVIX commentary
Oct 09, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.5B vs. JMVQX (12.2B). VMVIX pays higher dividends than JMVQX: VMVIX (2.05) vs JMVQX (0.81). 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 : 5.47 vs. JMVQX (-5.90). VMVIX return over 5 years is better than : 64.84 vs. JMVQX (10.89).
| 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 | 3.788 | 7.956 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 32.5B | 38% |
| Annual Yield % from dividends | 0.81 | 2.05 | 39% |
| Returns for 1 year | -5.90 | 5.47 | -108% |
| Returns for 3 years | 9.38 | 42.03 | 22% |
| Returns for 5 years | 10.89 | 64.84 | 17% |
| Returns for 10 years | N/A | 102.20 | - |
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