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JMVZX vs VMVIX
JMVZX vs VMVIX Comparison
Open Charts JMVZX vs VMVIX
JPMorgan Mid Cap Value R2
Price$32.76
Change-$0.10 (-0.30%)
VolumeN/A
Net Assets11.67B
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change-$0.40 (-0.59%)
VolumeN/A
Net Assets31.8B
JMVZX vs VMVIX Comparison Chart in %
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JMVZX vs. VMVIX commentary
Nov 20, 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 Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. JMVZX (11.7B). VMVIX pays higher dividends than JMVZX: VMVIX (2.08) vs JMVZX (0.49). 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: 39.00 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 : 1.00 vs. JMVZX (-13.08). VMVIX return over 5 years is better than : 51.95 vs. JMVZX (-4.87).
| 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 | 0.986 | 6.180 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 31.8B | 37% |
| Annual Yield % from dividends | 0.49 | 2.08 | 23% |
| Returns for 1 year | -13.08 | 1.00 | -1,312% |
| Returns for 3 years | -6.09 | 24.67 | -25% |
| Returns for 5 years | -4.87 | 51.95 | -9% |
| Returns for 10 years | -1.85 | 97.56 | -2% |
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