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JMVSX vs VMVAX
JMVSX vs VMVAX Comparison
Open Charts JMVSX vs VMVAX
JPMorgan Mid Cap Value I
Price$36.59
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets11.67B
Vanguard Mid-Cap Value Index Admiral
Price$88.89
Change+$0.16 (+0.18%)
VolumeN/A
Net Assets31.8B
JMVSX vs VMVAX Comparison Chart in %
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JMVSX vs. VMVAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. JMVSX (11.7B). VMVAX pays higher dividends than JMVSX: VMVAX (2.20) vs JMVSX (0.82). 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 : 0.61 vs. JMVSX (-11.66). VMVAX return over 5 years is better than : 50.99 vs. JMVSX (0.67).
| 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 | 1.724 | 6.005 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 31.8B | 37% |
| Annual Yield % from dividends | 0.82 | 2.20 | 37% |
| Returns for 1 year | -11.66 | 0.61 | -1,910% |
| Returns for 3 years | -2.40 | 24.49 | -10% |
| Returns for 5 years | 0.67 | 50.99 | 1% |
| Returns for 10 years | 7.69 | 97.41 | 8% |
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