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JMVRX vs VMVIX
JMVRX vs VMVIX Comparison
Open Charts JMVRX vs VMVIX
JPMorgan Mid Cap Value R5
Price$35.91
Change-$0.49 (-1.35%)
VolumeN/A
Net Assets12.41B
Vanguard Mid-Cap Value Index Investor
Price$63.62
Change-$0.75 (-1.17%)
VolumeN/A
Net Assets29.95B
JMVRX vs VMVIX Comparison Chart
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JMVRX vs. VMVIX commentary
Jun 15, 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: 29.9B vs. JMVRX (12.4B). VMVIX pays higher dividends than JMVRX: VMVIX (2.19) vs JMVRX (0.97). 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 : 8.48 vs. JMVRX (-1.63). VMVIX return over 5 years is better than : 71.16 vs. JMVRX (18.78).
| 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 | -0.709 | 1.126 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 29.9B | 41% |
| Annual Yield % from dividends | 0.97 | 2.19 | 44% |
| Returns for 1 year | -1.63 | 8.48 | -19% |
| Returns for 3 years | 2.92 | 26.44 | 11% |
| Returns for 5 years | 18.78 | 71.16 | 26% |
| Returns for 10 years | N/A | 80.82 | - |
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