Interact to see
Advertisement
Advertisement
JMVYX vs VMVIX
JMVYX vs VMVIX Comparison
Open Charts JMVYX vs VMVIX
JPMorgan Mid Cap Value R6
Price$36.47
Change+$0.33 (+0.91%)
VolumeN/A
Net Assets12.32B
Vanguard Mid-Cap Value Index Investor
Price$64.00
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets29.95B
JMVYX vs VMVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVYX vs. VMVIX commentary
Jun 07, 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 (12.3B). VMVIX pays higher dividends than JMVYX: VMVIX (2.19) 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 (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 : 6.49 vs. JMVYX (-2.91). VMVIX return over 5 years is better than : 56.29 vs. JMVYX (8.42).
| 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 | -1.580 | -0.178 | 889% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 29.9B | 41% |
| Annual Yield % from dividends | 1.06 | 2.19 | 48% |
| Returns for 1 year | -2.91 | 6.49 | -45% |
| Returns for 3 years | -8.32 | 11.21 | -74% |
| Returns for 5 years | 8.42 | 56.29 | 15% |
| Returns for 10 years | N/A | 79.72 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers