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JMVRX vs VMVIX
JMVRX vs VMVIX Comparison
Open Charts JMVRX vs VMVIX
JPMorgan Mid Cap Value R5
Price$36.36
Change+$0.31 (+0.86%)
VolumeN/A
Net Assets12.6B
Vanguard Mid-Cap Value Index Investor
Price$63.81
Change+$0.53 (+0.84%)
VolumeN/A
Net Assets30.85B
JMVRX vs VMVIX Comparison Chart
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JMVRX vs. VMVIX commentary
Apr 04, 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: 30.8B vs. JMVRX (12.6B). VMVIX pays higher dividends than JMVRX: VMVIX (2.20) 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 (22.00). 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 : 4.96 vs. JMVRX (-5.56). VMVIX return over 5 years is better than : 114.55 vs. JMVRX (49.61).
| 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 | -1.664 | -0.586 | 284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 30.8B | 41% |
| Annual Yield % from dividends | 0.97 | 2.20 | 44% |
| Returns for 1 year | -5.56 | 4.96 | -112% |
| Returns for 3 years | -10.37 | 7.76 | -134% |
| Returns for 5 years | 49.61 | 114.55 | 43% |
| Returns for 10 years | N/A | 78.15 | - |
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