Interact to see
Advertisement
Advertisement
JMVPX vs VMVAX
JMVPX vs VMVAX Comparison
Open Charts JMVPX vs VMVAX
JPMorgan Mid Cap Value R3
Price$36.20
Change+$0.21 (+0.58%)
VolumeN/A
Net Assets11.8B
Vanguard Mid-Cap Value Index Admiral
Price$91.65
Change+$0.65 (+0.71%)
VolumeN/A
Net Assets31.8B
JMVPX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVPX vs. VMVAX commentary
Dec 05, 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: 31.8B vs. JMVPX (11.8B). VMVAX pays higher dividends than JMVPX: VMVAX (2.14) vs JMVPX (0.62). 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: 39.00 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 : 1.74 vs. JMVPX (-11.49). VMVAX return over 5 years is better than : 49.66 vs. JMVPX (-2.39).
| 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 | 4.473 | 9.493 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 31.8B | 37% |
| Annual Yield % from dividends | 0.62 | 2.14 | 29% |
| Returns for 1 year | -11.49 | 1.74 | -659% |
| Returns for 3 years | -3.92 | 25.04 | -16% |
| Returns for 5 years | -2.39 | 49.66 | -5% |
| Returns for 10 years | N/A | 102.93 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers