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JMVRX vs VMVAX
JMVRX vs VMVAX Comparison
Open Charts JMVRX vs VMVAX
JPMorgan Mid Cap Value R5
Price$35.04
Change-$0.14 (-0.40%)
VolumeN/A
Net Assets12.15B
Vanguard Mid-Cap Value Index Admiral
Price$80.62
Change-$0.10 (-0.12%)
VolumeN/A
Net Assets29.86B
JMVRX vs VMVAX Comparison Chart
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JMVRX vs. VMVAX commentary
May 02, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. JMVRX (12.2B). VMVAX pays higher dividends than JMVRX: VMVAX (2.40) vs JMVRX (0.99). 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 : 4.98 vs. JMVRX (-3.77). VMVAX return over 5 years is better than : 78.20 vs. JMVRX (24.65).
| 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 | -4.037 | -3.605 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 29.9B | 41% |
| Annual Yield % from dividends | 0.99 | 2.40 | 41% |
| Returns for 1 year | -3.77 | 4.98 | -76% |
| Returns for 3 years | -8.67 | 10.31 | -84% |
| Returns for 5 years | 24.65 | 78.20 | 32% |
| Returns for 10 years | N/A | 71.00 | - |
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