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JMVSX vs VMVAX
JMVSX vs VMVAX Comparison
Open Charts JMVSX vs VMVAX
JPMorgan Mid Cap Value I
Price$35.28
Change-$0.77 (-2.14%)
VolumeN/A
Net Assets12.62B
Vanguard Mid-Cap Value Index Admiral
Price$83.09
Change-$1.71 (-2.02%)
VolumeN/A
Net Assets29.07B
JMVSX vs VMVAX Comparison Chart
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JMVSX vs. VMVAX commentary
May 23, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. JMVSX (12.6B). VMVAX pays higher dividends than JMVSX: VMVAX (2.40) vs JMVSX (0.87). 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 : 5.62 vs. JMVSX (-3.78). VMVAX return over 5 years is better than : 81.66 vs. JMVSX (25.76).
| 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 | 0.222 | 1.267 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 29.1B | 43% |
| Annual Yield % from dividends | 0.87 | 2.40 | 36% |
| Returns for 1 year | -3.78 | 5.62 | -67% |
| Returns for 3 years | -1.24 | 19.89 | -6% |
| Returns for 5 years | 25.76 | 81.66 | 32% |
| Returns for 10 years | 1.03 | 78.27 | 1% |
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