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JMVRX vs VMVIX
JMVRX vs VMVIX Comparison
Open Charts JMVRX vs VMVIX
JPMorgan Mid Cap Value R5
Price$37.24
Change-$0.10 (-0.27%)
VolumeN/A
Net Assets11.67B
Vanguard Mid-Cap Value Index Investor
Price$67.56
Change+$0.13 (+0.19%)
VolumeN/A
Net Assets31.8B
JMVRX vs VMVIX Comparison Chart in %
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JMVRX vs. VMVIX commentary
Nov 20, 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 Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. JMVRX (11.7B). VMVIX pays higher dividends than JMVRX: VMVIX (2.08) vs JMVRX (0.94). JMVRX was incepted earlier than VMVIX: JMVRX (9 years) vs VMVIX (19 years). JMVRX (0.79) is less costly to investors than VMVIX (0.19). JMVRX is a more actively managed with annual turnover of: 39.00 vs. VMVIX (19.00). JMVRX has a lower initial minimum investment than VMVIX: JMVRX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 0.59 vs. JMVRX (-11.38). VMVIX return over 5 years is better than : 50.92 vs. JMVRX (2.40).
| JMVRX | VMVIX | JMVRX / VMVIX | |
| Total Expense Ratio | 0.70 | 0.19 | 368% |
| Annual Report Gross Expense Ratio | 0.79 | 0.19 | 416% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 1.582 | 5.975 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 31.8B | 37% |
| Annual Yield % from dividends | 0.94 | 2.08 | 45% |
| Returns for 1 year | -11.38 | 0.59 | -1,920% |
| Returns for 3 years | -1.96 | 24.43 | -8% |
| Returns for 5 years | 2.40 | 50.92 | 5% |
| Returns for 10 years | N/A | 97.18 | - |
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