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JMVRX vs VMVAX
JMVRX vs VMVAX Comparison
Open Charts JMVRX vs VMVAX
JPMorgan Mid Cap Value R5
Price$37.58
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets12.45B
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
JMVRX vs VMVAX Comparison Chart in %
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JMVRX vs. VMVAX commentary
Aug 16, 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: 31B vs. JMVRX (12.4B). VMVAX pays higher dividends than JMVRX: VMVAX (2.22) vs JMVRX (0.94). 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 : 8.08 vs. JMVRX (-2.29). VMVAX return over 5 years is better than : 65.77 vs. JMVRX (14.78).
| 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 | 3.164 | 5.592 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 31B | 40% |
| Annual Yield % from dividends | 0.94 | 2.22 | 42% |
| Returns for 1 year | -2.29 | 8.08 | -28% |
| Returns for 3 years | -4.67 | 17.95 | -26% |
| Returns for 5 years | 14.78 | 65.77 | 22% |
| Returns for 10 years | N/A | 88.57 | - |
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