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JMVRX vs VMVIX
JMVRX vs VMVIX Comparison
Open Charts JMVRX vs VMVIX
JPMorgan Mid Cap Value R5
Price$37.63
Change+$0.59 (+1.59%)
VolumeN/A
Net Assets12.2B
Vanguard Mid-Cap Value Index Investor
Price$66.66
Change+$0.84 (+1.28%)
VolumeN/A
Net Assets31.04B
JMVRX vs VMVIX Comparison Chart in %
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JMVRX vs. VMVIX commentary
Aug 14, 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: 31B vs. JMVRX (12.2B). VMVIX pays higher dividends than JMVRX: VMVIX (2.10) 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: 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 : 8.41 vs. JMVRX (-2.02). VMVIX return over 5 years is better than : 62.67 vs. JMVRX (12.83).
| 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 | 1.037 | 3.417 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 31B | 39% |
| Annual Yield % from dividends | 0.94 | 2.10 | 45% |
| Returns for 1 year | -2.02 | 8.41 | -24% |
| Returns for 3 years | -5.80 | 16.04 | -36% |
| Returns for 5 years | 12.83 | 62.67 | 20% |
| Returns for 10 years | N/A | 85.27 | - |
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