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JMVZX vs VMVIX
JMVZX vs VMVIX Comparison
Open Charts JMVZX vs VMVIX
JPMorgan Mid Cap Value R2
Price$33.54
Change-$0.12 (-0.36%)
VolumeN/A
Net Assets12.26B
Vanguard Mid-Cap Value Index Investor
Price$68.69
Change-$0.27 (-0.39%)
VolumeN/A
Net Assets32.47B
JMVZX vs VMVIX Comparison Chart in %
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JMVZX vs. VMVIX commentary
Oct 08, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.5B vs. JMVZX (12.3B). VMVIX pays higher dividends than JMVZX: VMVIX (2.05) vs JMVZX (0.48). JMVZX was incepted earlier than VMVIX: JMVZX (17 years) vs VMVIX (19 years). JMVZX (1.46) is less costly to investors than VMVIX (0.19). JMVZX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (19.00). JMVZX has a lower initial minimum investment than VMVIX: JMVZX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 5.98 vs. JMVZX (-6.86). VMVIX return over 5 years is better than : 65.13 vs. JMVZX (4.95).
| JMVZX | VMVIX | JMVZX / VMVIX | |
| Total Expense Ratio | 1.35 | 0.19 | 711% |
| Annual Report Gross Expense Ratio | 1.46 | 0.19 | 768% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 3.761 | 8.380 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 32.5B | 38% |
| Annual Yield % from dividends | 0.48 | 2.05 | 23% |
| Returns for 1 year | -6.86 | 5.98 | -115% |
| Returns for 3 years | 6.22 | 42.59 | 15% |
| Returns for 5 years | 4.95 | 65.13 | 8% |
| Returns for 10 years | 1.49 | 103.00 | 1% |
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