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JMVYX vs VMVAX
JMVYX vs VMVAX Comparison
Open Charts JMVYX vs VMVAX
JPMorgan Mid Cap Value R6
Price$37.61
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets12.66B
Vanguard Mid-Cap Value Index Admiral
Price$86.63
Change+$0.24 (+0.28%)
VolumeN/A
Net Assets30.57B
JMVYX vs VMVAX Comparison Chart in %
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JMVYX vs. VMVAX commentary
Jul 19, 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: 30.6B vs. JMVYX (12.7B). VMVAX pays higher dividends than JMVYX: VMVAX (2.26) vs JMVYX (1.04). 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 : 5.78 vs. JMVYX (-2.44). VMVAX return over 5 years is better than : 69.00 vs. JMVYX (20.04).
| 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 | 2.260 | 3.179 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 30.6B | 42% |
| Annual Yield % from dividends | 1.04 | 2.26 | 46% |
| Returns for 1 year | -2.44 | 5.78 | -42% |
| Returns for 3 years | 6.26 | 28.96 | 22% |
| Returns for 5 years | 20.04 | 69.00 | 29% |
| Returns for 10 years | N/A | 87.20 | - |
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