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JMVZX vs VMVAX
JMVZX vs VMVAX Comparison
Open Charts JMVZX vs VMVAX
JPMorgan Mid Cap Value R2
Price$33.51
Change+$0.61 (+1.85%)
VolumeN/A
Net Assets12.41B
Vanguard Mid-Cap Value Index Admiral
Price$87.65
Change+$1.43 (+1.66%)
VolumeN/A
Net Assets30.57B
JMVZX vs VMVAX Comparison Chart in %
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JMVZX vs. VMVAX commentary
Jul 23, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. JMVZX (12.4B). VMVAX pays higher dividends than JMVZX: VMVAX (2.26) vs JMVZX (0.49). 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 : 6.89 vs. JMVZX (-3.52). VMVAX return over 5 years is better than : 67.02 vs. JMVZX (9.10).
| 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 | 1.418 | 2.976 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 30.6B | 41% |
| Annual Yield % from dividends | 0.49 | 2.26 | 22% |
| Returns for 1 year | -3.52 | 6.89 | -51% |
| Returns for 3 years | -2.20 | 25.19 | -9% |
| Returns for 5 years | 9.10 | 67.02 | 14% |
| Returns for 10 years | -3.62 | 89.45 | -4% |
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