JMVSX
Price
$36.96
Change
+$0.17 (+0.46%)
Updated
Oct 17 closing price
Net Assets
12B
VMVAX
Price
$89.01
Change
+$0.26 (+0.29%)
Updated
Oct 17 closing price
Net Assets
32.47B
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JMVSX vs VMVAX

Header iconJMVSX vs VMVAX Comparison
Open Charts JMVSX vs VMVAXBanner chart's image
JPMorgan Mid Cap Value I
Price$36.96
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets12B
Vanguard Mid-Cap Value Index Admiral
Price$89.01
Change+$0.26 (+0.29%)
VolumeN/A
Net Assets32.47B
JMVSX vs VMVAX Comparison Chart in %
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JMVSX vs. VMVAX commentary
Oct 19, 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 Hold and VMVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.5B vs. JMVSX (12B). VMVAX pays higher dividends than JMVSX: VMVAX (2.17) vs JMVSX (0.81). 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: 39.00 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 : 1.20 vs. JMVSX (-9.69). VMVAX return over 5 years is better than : 63.10 vs. JMVSX (10.65).
JMVSXVMVAXJMVSX / VMVAX
Total Expense Ratio0.840.071,200%
Annual Report Gross Expense Ratio0.940.071,343%
Fund Existence24 years14 years-
Gain YTD2.7526.33943%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets12B32.5B37%
Annual Yield % from dividends0.812.1737%
Returns for 1 year-9.691.20-805%
Returns for 3 years5.7736.1016%
Returns for 5 years10.6563.1017%
Returns for 10 years9.2399.519%
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