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JMVRX vs VMVIX
JMVRX vs VMVIX Comparison
Open Charts JMVRX vs VMVIX
JPMorgan Mid Cap Value R5
Price$37.51
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets12.68B
Vanguard Mid-Cap Value Index Investor
Price$65.53
Change+$0.20 (+0.31%)
VolumeN/A
Net Assets30.57B
JMVRX vs VMVIX Comparison Chart in %
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JMVRX vs. VMVIX commentary
Jul 09, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. JMVRX (12.7B). VMVIX pays higher dividends than JMVRX: VMVIX (2.14) vs JMVRX (0.95). 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 : 11.11 vs. JMVRX (2.27). VMVIX return over 5 years is better than : 79.26 vs. JMVRX (26.71).
| 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 | 2.046 | 2.647 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 30.6B | 42% |
| Annual Yield % from dividends | 0.95 | 2.14 | 44% |
| Returns for 1 year | 2.27 | 11.11 | 20% |
| Returns for 3 years | 5.34 | 27.42 | 19% |
| Returns for 5 years | 26.71 | 79.26 | 34% |
| Returns for 10 years | N/A | 86.36 | - |
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