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JMVRX vs VMVAX
JMVRX vs VMVAX Comparison
Open Charts JMVRX vs VMVAX
JPMorgan Mid Cap Value R5
Price$34.70
Change-$1.66 (-4.57%)
VolumeN/A
Net Assets12.72B
Vanguard Mid-Cap Value Index Admiral
Price$80.20
Change-$3.75 (-4.47%)
VolumeN/A
Net Assets30.85B
JMVRX vs VMVAX Comparison Chart
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JMVRX vs. VMVAX commentary
Apr 04, 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: 30.8B vs. JMVRX (12.7B). VMVAX pays higher dividends than JMVRX: VMVAX (2.33) vs JMVRX (0.97). 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 (22.00). 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 : 5.64 vs. JMVRX (-4.84). VMVAX return over 5 years is better than : 116.47 vs. JMVRX (50.90).
| 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 | -0.818 | 0.252 | -325% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 30.8B | 41% |
| Annual Yield % from dividends | 0.97 | 2.33 | 42% |
| Returns for 1 year | -4.84 | 5.64 | -86% |
| Returns for 3 years | -9.49 | 8.98 | -106% |
| Returns for 5 years | 50.90 | 116.47 | 44% |
| Returns for 10 years | N/A | 78.55 | - |
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