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JMVYX vs VMVAX
JMVYX vs VMVAX Comparison
Open Charts JMVYX vs VMVAX
JPMorgan Mid Cap Value R6
Price$36.84
Change+$0.33 (+0.90%)
VolumeN/A
Net Assets12.39B
Vanguard Mid-Cap Value Index Admiral
Price$84.99
Change+$0.60 (+0.71%)
VolumeN/A
Net Assets29.95B
JMVYX vs VMVAX Comparison Chart in %
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JMVYX vs. VMVAX commentary
Jun 27, 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 JMVYX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. JMVYX (12.4B). VMVAX pays higher dividends than JMVYX: VMVAX (2.31) vs JMVYX (1.06). JMVYX was incepted earlier than VMVAX: JMVYX (9 years) vs VMVAX (14 years). JMVYX (0.69) is less costly to investors than VMVAX (0.07). JMVYX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than JMVYX: VMVAX (3000) vs JMVYX (15000000). VMVAX annual gain was more profitable for investors over the last year : 8.32 vs. JMVYX (-0.73). VMVAX return over 5 years is better than : 78.46 vs. JMVYX (24.17).
| JMVYX | VMVAX | JMVYX / VMVAX | |
| Total Expense Ratio | 0.60 | 0.07 | 857% |
| Annual Report Gross Expense Ratio | 0.69 | 0.07 | 986% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -0.572 | 0.777 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 29.9B | 41% |
| Annual Yield % from dividends | 1.06 | 2.31 | 46% |
| Returns for 1 year | -0.73 | 8.32 | -9% |
| Returns for 3 years | 1.22 | 24.01 | 5% |
| Returns for 5 years | 24.17 | 78.46 | 31% |
| Returns for 10 years | N/A | 83.74 | - |
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