JMVSX
Price
$37.21
Change
-$0.22 (-0.59%)
Updated
Jul 28 closing price
Net Assets
12.69B
VMVAX
Price
$87.76
Change
-$0.60 (-0.68%)
Updated
Jul 28 closing price
Net Assets
30.57B
Interact to see
Advertisement

JMVSX vs VMVAX

Header iconJMVSX vs VMVAX Comparison
Open Charts JMVSX vs VMVAXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
JMVSXVMVAXJMVSX / VMVAX
Total Expense Ratio0.840.071,200%
Annual Report Gross Expense Ratio0.940.071,343%
Fund Existence24 years14 years-
Gain YTD4.0595.53273%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B30.6B42%
Annual Yield % from dividends0.832.2637%
Returns for 1 year-1.698.21-21%
Returns for 3 years0.0223.320%
Returns for 5 years17.6969.6125%
Returns for 10 years6.2290.297%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
CRYPTO / NAMEPrice $Chg $Chg %
SUSD.X0.9344880.006827
+0.74%
sUSD cryptocurrency
ADA.X0.790891-0.041117
-4.94%
Cardano cryptocurrency
AST.X0.039171-0.003247
-7.66%
AirSwap cryptocurrency
AXL.X0.379855-0.034821
-8.40%
Axelar cryptocurrency
DIA.X0.838353-0.098609
-10.52%
DIA cryptocurrency