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JMVPX vs VMVIX
JMVPX vs VMVIX Comparison
Open Charts JMVPX vs VMVIX
JPMorgan Mid Cap Value R3
Price$33.88
Change-$0.46 (-1.34%)
VolumeN/A
Net Assets12.24B
Vanguard Mid-Cap Value Index Investor
Price$63.62
Change-$0.75 (-1.17%)
VolumeN/A
Net Assets29.95B
JMVPX vs VMVIX Comparison Chart
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JMVPX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. JMVPX (12.2B). VMVIX pays higher dividends than JMVPX: VMVIX (2.19) vs JMVPX (0.66). JMVPX was incepted earlier than VMVIX: JMVPX (9 years) vs VMVIX (19 years). JMVPX (1.19) is less costly to investors than VMVIX (0.19). JMVPX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (19.00). JMVPX has a lower initial minimum investment than VMVIX: JMVPX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 7.21 vs. JMVPX (-3.92). VMVIX return over 5 years is better than : 69.17 vs. JMVPX (12.88).
| JMVPX | VMVIX | JMVPX / VMVIX | |
| Total Expense Ratio | 1.10 | 0.19 | 579% |
| Annual Report Gross Expense Ratio | 1.19 | 0.19 | 626% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | -2.222 | -0.052 | 4,270% |
| 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 | 2.19 | 30% |
| Returns for 1 year | -3.92 | 7.21 | -54% |
| Returns for 3 years | -0.62 | 24.97 | -2% |
| Returns for 5 years | 12.88 | 69.17 | 19% |
| Returns for 10 years | N/A | 78.71 | - |
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