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JMVYX vs VMVIX
JMVYX vs VMVIX Comparison
Open Charts JMVYX vs VMVIX
JPMorgan Mid Cap Value R6
Price$34.35
Change+$2.23 (+6.94%)
VolumeN/A
Net Assets11.19B
Vanguard Mid-Cap Value Index Investor
Price$59.75
Change+$3.87 (+6.93%)
VolumeN/A
Net Assets29.86B
JMVYX vs VMVIX Comparison Chart
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JMVYX vs. VMVIX commentary
Apr 11, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. JMVYX (11.2B). VMVIX pays higher dividends than JMVYX: VMVIX (2.20) vs JMVYX (1.06). JMVYX was incepted earlier than VMVIX: JMVYX (9 years) vs VMVIX (19 years). JMVYX (0.69) is less costly to investors than VMVIX (0.19). JMVYX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (22.00). VMVIX has a lower initial minimum investment than JMVYX: VMVIX (3000) vs JMVYX (15000000). VMVIX annual gain was more profitable for investors over the last year : -7.75 vs. JMVYX (-15.81). VMVIX return over 5 years is better than : 58.29 vs. JMVYX (11.30).
| JMVYX | VMVIX | JMVYX / VMVIX | |
| Total Expense Ratio | 0.60 | 0.19 | 316% |
| Annual Report Gross Expense Ratio | 0.69 | 0.19 | 363% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | -12.527 | -12.212 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 29.9B | 37% |
| Annual Yield % from dividends | 1.06 | 2.20 | 48% |
| Returns for 1 year | -15.81 | -7.75 | 204% |
| Returns for 3 years | -19.53 | -4.40 | 444% |
| Returns for 5 years | 11.30 | 58.29 | 19% |
| Returns for 10 years | N/A | 55.55 | - |
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