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JMVYX vs VMVIX
JMVYX vs VMVIX Comparison
Open Charts JMVYX vs VMVIX
JPMorgan Mid Cap Value R6
Price$37.07
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets12.23B
Vanguard Mid-Cap Value Index Investor
Price$65.89
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets31.04B
JMVYX vs VMVIX Comparison Chart in %
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JMVYX vs. VMVIX commentary
Aug 08, 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. JMVYX (12.2B). VMVIX pays higher dividends than JMVYX: VMVIX (2.10) vs JMVYX (1.03). 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 (19.00). 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 : 9.57 vs. JMVYX (-0.73). VMVIX return over 5 years is better than : 63.67 vs. JMVYX (14.24).
| 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 | 1.089 | 3.338 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 31B | 39% |
| Annual Yield % from dividends | 1.03 | 2.10 | 49% |
| Returns for 1 year | -0.73 | 9.57 | -8% |
| Returns for 3 years | -1.96 | 20.88 | -9% |
| Returns for 5 years | 14.24 | 63.67 | 22% |
| Returns for 10 years | N/A | 84.72 | - |
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