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JMVQX vs VMVIX
JMVQX vs VMVIX Comparison
Open Charts JMVQX vs VMVIX
JPMorgan Mid Cap Value R4
Price$34.57
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets12.3B
Vanguard Mid-Cap Value Index Investor
Price$62.67
Change+$0.09 (+0.14%)
VolumeN/A
Net Assets29.07B
JMVQX vs VMVIX Comparison Chart
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JMVQX vs. VMVIX commentary
May 10, 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: 29.1B vs. JMVQX (12.3B). VMVIX pays higher dividends than JMVQX: VMVIX (2.27) vs JMVQX (0.87). 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 : 3.50 vs. JMVQX (-6.25). VMVIX return over 5 years is better than : 76.33 vs. JMVQX (21.14).
| 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 | -2.722 | -1.686 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 29.1B | 42% |
| Annual Yield % from dividends | 0.87 | 2.27 | 38% |
| Returns for 1 year | -6.25 | 3.50 | -179% |
| Returns for 3 years | -5.54 | 15.54 | -36% |
| Returns for 5 years | 21.14 | 76.33 | 28% |
| Returns for 10 years | N/A | 75.55 | - |
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