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JMVYX vs VMVIX
JMVYX vs VMVIX Comparison
Open Charts JMVYX vs VMVIX
JPMorgan Mid Cap Value R6
Price$37.61
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets12.66B
Vanguard Mid-Cap Value Index Investor
Price$65.84
Change+$0.17 (+0.26%)
VolumeN/A
Net Assets30.57B
JMVYX vs VMVIX Comparison Chart in %
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JMVYX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. JMVYX (12.7B). VMVIX pays higher dividends than JMVYX: VMVIX (2.14) vs JMVYX (1.04). 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 : 5.78 vs. JMVYX (-2.44). VMVIX return over 5 years is better than : 68.95 vs. JMVYX (20.04).
| 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 | 2.260 | 3.181 | 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 | 2.14 | 49% |
| Returns for 1 year | -2.44 | 5.78 | -42% |
| Returns for 3 years | 6.26 | 28.93 | 22% |
| Returns for 5 years | 20.04 | 68.95 | 29% |
| Returns for 10 years | N/A | 87.17 | - |
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