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JMVSX vs VMVAX
JMVSX vs VMVAX Comparison
Open Charts JMVSX vs VMVAX
JPMorgan Mid Cap Value I
Price$36.79
Change-$0.27 (-0.73%)
VolumeN/A
Net Assets12.2B
Vanguard Mid-Cap Value Index Admiral
Price$89.23
Change-$0.68 (-0.76%)
VolumeN/A
Net Assets32.03B
JMVSX vs VMVAX Comparison Chart in %
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JMVSX vs. VMVAX commentary
Sep 26, 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.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. JMVSX (12.2B). VMVAX pays higher dividends than JMVSX: VMVAX (2.15) vs JMVSX (0.80). 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 : 4.56 vs. JMVSX (-6.36). VMVAX return over 5 years is better than : 76.37 vs. JMVSX (19.31).
| 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 | 3.030 | 7.383 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 32B | 38% |
| Annual Yield % from dividends | 0.80 | 2.15 | 37% |
| Returns for 1 year | -6.36 | 4.56 | -139% |
| Returns for 3 years | 10.38 | 41.76 | 25% |
| Returns for 5 years | 19.31 | 76.37 | 25% |
| Returns for 10 years | 16.66 | 116.83 | 14% |
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