JMVYX
Price
$38.32
Change
-$0.11 (-0.29%)
Updated
Aug 28 closing price
Net Assets
12.5B
VMVIX
Price
$68.00
Change
-$0.20 (-0.29%)
Updated
Aug 28 closing price
Net Assets
31.04B
Interact to see
Advertisement

JMVYX vs VMVIX

Header iconJMVYX vs VMVIX Comparison
Open Charts JMVYX vs VMVIXBanner chart's image
JPMorgan Mid Cap Value R6
Price$38.32
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets12.5B
Vanguard Mid-Cap Value Index Investor
Price$68.00
Change-$0.20 (-0.29%)
VolumeN/A
Net Assets31.04B
JMVYX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JMVYX vs. VMVIX commentary
Aug 29, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. JMVYX (12.5B). 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 : 6.79 vs. JMVYX (-3.19). VMVIX return over 5 years is better than : 67.04 vs. JMVYX (16.59).
JMVYXVMVIXJMVYX / VMVIX
Total Expense Ratio0.600.19316%
Annual Report Gross Expense Ratio0.690.19363%
Fund Existence9 years19 years-
Gain YTD4.6577.15665%
Front LoadN/AN/A-
Min. Initial Investment150000003000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.5B31B40%
Annual Yield % from dividends1.032.1049%
Returns for 1 year-3.196.79-47%
Returns for 3 years2.4226.139%
Returns for 5 years16.5967.0425%
Returns for 10 yearsN/A102.19-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
TAIL11.870.04
+0.34%
Cambria Tail Risk ETF
APRP28.780.06
+0.19%
PGIM S&P 500 Buffer 12 ETF - Apr
GTO47.100.06
+0.13%
Invesco Total Return Bond ETF
OAKM26.61-0.01
-0.04%
Oakmark U.S. Large Cap ETF
ATMP28.89-0.13
-0.46%
Barclays ETN+ Select MLP