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JMVRX vs VMVIX
JMVRX vs VMVIX Comparison
Open Charts JMVRX vs VMVIX
JPMorgan Mid Cap Value R5
Price$35.98
Change-$0.79 (-2.15%)
VolumeN/A
Net Assets12.62B
Vanguard Mid-Cap Value Index Investor
Price$63.15
Change-$1.30 (-2.02%)
VolumeN/A
Net Assets29.07B
JMVRX vs VMVIX Comparison Chart
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JMVRX vs. VMVIX commentary
May 22, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.1B vs. JMVRX (12.6B). VMVIX pays higher dividends than JMVRX: VMVIX (2.27) vs JMVRX (0.99). 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: 28.00 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 : 5.61 vs. JMVRX (-3.45). VMVIX return over 5 years is better than : 81.55 vs. JMVRX (27.44).
| 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 | 0.300 | 1.252 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 29.1B | 43% |
| Annual Yield % from dividends | 0.99 | 2.27 | 44% |
| Returns for 1 year | -3.45 | 5.61 | -61% |
| Returns for 3 years | -0.49 | 19.84 | -2% |
| Returns for 5 years | 27.44 | 81.55 | 34% |
| Returns for 10 years | N/A | 78.19 | - |
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