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JMVRX vs VMVAX
JMVRX vs VMVAX Comparison
Open Charts JMVRX vs VMVAX
JPMorgan Mid Cap Value R5
Price$38.03
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets12.69B
Vanguard Mid-Cap Value Index Admiral
Price$87.78
Change-$0.38 (-0.43%)
VolumeN/A
Net Assets30.57B
JMVRX vs VMVAX Comparison Chart in %
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JMVRX vs. VMVAX commentary
Jul 26, 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 JMVRX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. JMVRX (12.7B). VMVAX pays higher dividends than JMVRX: VMVAX (2.26) vs JMVRX (0.95). JMVRX was incepted earlier than VMVAX: JMVRX (9 years) vs VMVAX (14 years). JMVRX (0.79) is less costly to investors than VMVAX (0.07). JMVRX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). JMVRX has a lower initial minimum investment than VMVAX: JMVRX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 9.93 vs. JMVRX (0.78). VMVAX return over 5 years is better than : 71.44 vs. JMVRX (20.42).
| JMVRX | VMVAX | JMVRX / VMVAX | |
| Total Expense Ratio | 0.70 | 0.07 | 1,000% |
| Annual Report Gross Expense Ratio | 0.79 | 0.07 | 1,129% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 3.737 | 5.293 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 30.6B | 42% |
| Annual Yield % from dividends | 0.95 | 2.26 | 42% |
| Returns for 1 year | 0.78 | 9.93 | 8% |
| Returns for 3 years | 3.47 | 27.20 | 13% |
| Returns for 5 years | 20.42 | 71.44 | 29% |
| Returns for 10 years | N/A | 95.01 | - |
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