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JMVPX vs VMVAX
JMVPX vs VMVAX Comparison
Open Charts JMVPX vs VMVAX
JPMorgan Mid Cap Value R3
Price$33.88
Change-$0.46 (-1.34%)
VolumeN/A
Net Assets12.24B
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
JMVPX vs VMVAX Comparison Chart
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JMVPX vs. VMVAX commentary
Jun 15, 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 (12.2B). VMVAX pays higher dividends than JMVPX: VMVAX (2.31) vs JMVPX (0.66). 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 : 7.23 vs. JMVPX (-3.92). VMVAX return over 5 years is better than : 69.23 vs. JMVPX (12.88).
| 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 | -2.222 | -0.023 | 9,807% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 29.9B | 41% |
| Annual Yield % from dividends | 0.66 | 2.31 | 28% |
| Returns for 1 year | -3.92 | 7.23 | -54% |
| Returns for 3 years | -0.62 | 24.99 | -2% |
| Returns for 5 years | 12.88 | 69.23 | 19% |
| Returns for 10 years | N/A | 78.81 | - |
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