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JMVRX vs VMVIX
JMVRX vs VMVIX Comparison
Open Charts JMVRX vs VMVIX
JPMorgan Mid Cap Value R5
Price$35.04
Change-$0.14 (-0.40%)
VolumeN/A
Net Assets12.15B
Vanguard Mid-Cap Value Index Investor
Price$61.28
Change-$0.08 (-0.13%)
VolumeN/A
Net Assets29.86B
JMVRX vs VMVIX Comparison Chart
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JMVRX vs. VMVIX commentary
May 02, 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 (12.2B). 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 : 4.98 vs. JMVRX (-3.77). VMVIX return over 5 years is better than : 78.16 vs. JMVRX (24.65).
| 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 | -4.037 | -3.603 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 29.9B | 41% |
| Annual Yield % from dividends | 0.99 | 2.27 | 44% |
| Returns for 1 year | -3.77 | 4.98 | -76% |
| Returns for 3 years | -8.67 | 10.29 | -84% |
| Returns for 5 years | 24.65 | 78.16 | 32% |
| Returns for 10 years | N/A | 70.90 | - |
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