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JMVRX vs VMVAX
JMVRX vs VMVAX Comparison
Open Charts JMVRX vs VMVAX
JPMorgan Mid Cap Value R5
Price$37.75
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets12.8B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
JMVRX vs VMVAX Comparison Chart in %
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JMVRX vs. VMVAX commentary
Jul 05, 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: 29.9B vs. JMVRX (12.8B). 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 : 12.14 vs. JMVRX (2.98). VMVAX return over 5 years is better than : 77.08 vs. JMVRX (23.69).
| 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 | 2.973 | 3.573 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 29.9B | 43% |
| Annual Yield % from dividends | 0.95 | 2.26 | 42% |
| Returns for 1 year | 2.98 | 12.14 | 25% |
| Returns for 3 years | 6.00 | 28.52 | 21% |
| Returns for 5 years | 23.69 | 77.08 | 31% |
| Returns for 10 years | N/A | 88.11 | - |
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