Interact to see
Advertisement
Advertisement
JMVPX vs VMVAX
JMVPX vs VMVAX Comparison
Open Charts JMVPX vs VMVAX
JPMorgan Mid Cap Value R3
Price$35.60
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets12.8B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
JMVPX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVPX vs. VMVAX commentary
Jul 07, 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 JMVPX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. JMVPX (12.8B). VMVAX pays higher dividends than JMVPX: VMVAX (2.26) vs JMVPX (0.64). JMVPX was incepted earlier than VMVAX: JMVPX (9 years) vs VMVAX (14 years). JMVPX (1.19) is less costly to investors than VMVAX (0.07). JMVPX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). JMVPX has a lower initial minimum investment than VMVAX: JMVPX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 12.14 vs. JMVPX (1.96). VMVAX return over 5 years is better than : 77.08 vs. JMVPX (19.12).
| JMVPX | VMVAX | JMVPX / VMVAX | |
| Total Expense Ratio | 1.10 | 0.07 | 1,571% |
| Annual Report Gross Expense Ratio | 1.19 | 0.07 | 1,700% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.742 | 3.573 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 29.9B | 43% |
| Annual Yield % from dividends | 0.64 | 2.26 | 29% |
| Returns for 1 year | 1.96 | 12.14 | 16% |
| Returns for 3 years | 3.74 | 28.52 | 13% |
| Returns for 5 years | 19.12 | 77.08 | 25% |
| Returns for 10 years | N/A | 88.11 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FPRO | 22.69 | 0.05 | +0.21% |
| Fidelity Real Estate Investment ETF | |||
| CMDT | 25.93 | 0.05 | +0.19% |
| PIMCO Commodity Strategy Act Exc-Trd Fd | |||
| IBTF | 23.30 | 0.01 | +0.04% |
| iShares iBonds Dec 2025 Term Tr ETF | |||
| HJUL | 23.78 | N/A | N/A |
| Innovator Premium Income 9 Buf ETF - Jul | |||
| MGF | 3.11 | -0.01 | -0.26% |
| MFS Government Markets Income Trust | |||