JMVRX
Price
$38.26
Change
+$0.33 (+0.87%)
Updated
Sep 4 closing price
Net Assets
12.44B
VMVAX
Price
$89.49
Change
+$0.09 (+0.10%)
Updated
Sep 5 closing price
Net Assets
32.03B
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JMVRX vs VMVAX

Header iconJMVRX vs VMVAX Comparison
Open Charts JMVRX vs VMVAXBanner chart's image
JPMorgan Mid Cap Value R5
Price$38.26
Change+$0.33 (+0.87%)
VolumeN/A
Net Assets12.44B
Vanguard Mid-Cap Value Index Admiral
Price$89.49
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets32.03B
JMVRX vs VMVAX Comparison Chart in %
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JMVRX vs. VMVAX commentary
Sep 06, 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.

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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. JMVRX (12.4B). VMVAX pays higher dividends than JMVRX: VMVAX (2.15) vs JMVRX (0.92). 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 : 7.09 vs. JMVRX (-2.62). VMVAX return over 5 years is better than : 67.53 vs. JMVRX (16.35).
JMVRXVMVAXJMVRX / VMVAX
Total Expense Ratio0.700.071,000%
Annual Report Gross Expense Ratio0.790.071,129%
Fund Existence9 years14 years-
Gain YTD4.3646.77464%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.4B32B39%
Annual Yield % from dividends0.922.1543%
Returns for 1 year-2.627.09-37%
Returns for 3 years4.6529.1316%
Returns for 5 years16.3567.5324%
Returns for 10 yearsN/A101.69-
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