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JMVSX vs VMVAX
JMVSX vs VMVAX Comparison
Open Charts JMVSX vs VMVAX
JPMorgan Mid Cap Value I
Price$37.21
Change-$0.22 (-0.59%)
VolumeN/A
Net Assets12.69B
Vanguard Mid-Cap Value Index Admiral
Price$87.76
Change-$0.60 (-0.68%)
VolumeN/A
Net Assets30.57B
JMVSX vs VMVAX Comparison Chart in %
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JMVSX vs. VMVAX commentary
Jul 29, 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 JMVSX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. JMVSX (12.7B). VMVAX pays higher dividends than JMVSX: VMVAX (2.26) vs JMVSX (0.83). JMVSX was incepted earlier than VMVAX: JMVSX (24 years) vs VMVAX (14 years). JMVSX (0.94) is less costly to investors than VMVAX (0.07). JMVSX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than JMVSX: VMVAX (3000) vs JMVSX (1000000). VMVAX annual gain was more profitable for investors over the last year : 8.21 vs. JMVSX (-1.69). VMVAX return over 5 years is better than : 69.61 vs. JMVSX (17.69).
| JMVSX | VMVAX | JMVSX / VMVAX | |
| Total Expense Ratio | 0.84 | 0.07 | 1,200% |
| Annual Report Gross Expense Ratio | 0.94 | 0.07 | 1,343% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 4.059 | 5.532 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 30.6B | 42% |
| Annual Yield % from dividends | 0.83 | 2.26 | 37% |
| Returns for 1 year | -1.69 | 8.21 | -21% |
| Returns for 3 years | 0.02 | 23.32 | 0% |
| Returns for 5 years | 17.69 | 69.61 | 25% |
| Returns for 10 years | 6.22 | 90.29 | 7% |
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