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JMVZX vs VMVAX
JMVZX vs VMVAX Comparison
Open Charts JMVZX vs VMVAX
JPMorgan Mid Cap Value R2
Price$31.69
Change-$0.43 (-1.34%)
VolumeN/A
Net Assets12.41B
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
JMVZX vs VMVAX Comparison Chart
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JMVZX vs. VMVAX commentary
Jun 14, 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 JMVZX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. JMVZX (12.4B). VMVAX pays higher dividends than JMVZX: VMVAX (2.31) vs JMVZX (0.50). JMVZX was incepted earlier than VMVAX: JMVZX (17 years) vs VMVAX (14 years). JMVZX (1.46) is less costly to investors than VMVAX (0.07). JMVZX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). JMVZX has a lower initial minimum investment than VMVAX: JMVZX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 8.49 vs. JMVZX (-3.52). VMVAX return over 5 years is better than : 71.21 vs. JMVZX (10.41).
| JMVZX | VMVAX | JMVZX / VMVAX | |
| Total Expense Ratio | 1.35 | 0.07 | 1,929% |
| Annual Report Gross Expense Ratio | 1.46 | 0.07 | 2,086% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -0.986 | 1.148 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 29.9B | 41% |
| Annual Yield % from dividends | 0.50 | 2.31 | 22% |
| Returns for 1 year | -3.52 | 8.49 | -42% |
| Returns for 3 years | -1.40 | 26.45 | -5% |
| Returns for 5 years | 10.41 | 71.21 | 15% |
| Returns for 10 years | -7.95 | 80.90 | -10% |
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