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JMVQX vs VMVIX
JMVQX vs VMVIX Comparison
Open Charts JMVQX vs VMVIX
JPMorgan Mid Cap Value R4
Price$33.14
Change+$0.35 (+1.07%)
VolumeN/A
Net Assets11.73B
Vanguard Mid-Cap Value Index Investor
Price$59.62
Change+$0.58 (+0.98%)
VolumeN/A
Net Assets29.86B
JMVQX vs VMVIX Comparison Chart
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JMVQX vs. VMVIX commentary
Apr 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. JMVQX (11.7B). VMVIX pays higher dividends than JMVQX: VMVIX (2.20) vs JMVQX (0.85). 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 (22.00). 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 : 2.30 vs. JMVQX (-7.26). VMVIX return over 5 years is better than : 70.05 vs. JMVQX (16.34).
| 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 | -7.997 | -7.247 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 29.9B | 39% |
| Annual Yield % from dividends | 0.85 | 2.20 | 39% |
| Returns for 1 year | -7.26 | 2.30 | -316% |
| Returns for 3 years | -16.38 | 1.11 | -1,480% |
| Returns for 5 years | 16.34 | 70.05 | 23% |
| Returns for 10 years | N/A | 64.71 | - |
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