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JMVQX vs VMVAX
JMVQX vs VMVAX Comparison
Open Charts JMVQX vs VMVAX
JPMorgan Mid Cap Value R4
Price$36.50
Change-$0.24 (-0.65%)
VolumeN/A
Net Assets12.36B
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
JMVQX vs VMVAX Comparison Chart in %
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JMVQX vs. VMVAX commentary
Aug 18, 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 JMVQX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. JMVQX (12.4B). VMVAX pays higher dividends than JMVQX: VMVAX (2.22) vs JMVQX (0.82). JMVQX was incepted earlier than VMVAX: JMVQX (9 years) vs VMVAX (14 years). JMVQX (0.94) is less costly to investors than VMVAX (0.07). JMVQX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). JMVQX has a lower initial minimum investment than VMVAX: JMVQX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 7.67 vs. JMVQX (-3.35). VMVAX return over 5 years is better than : 65.15 vs. JMVQX (12.11).
| JMVQX | VMVAX | JMVQX / VMVAX | |
| Total Expense Ratio | 0.85 | 0.07 | 1,214% |
| Annual Report Gross Expense Ratio | 0.94 | 0.07 | 1,343% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.413 | 5.198 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 31B | 40% |
| Annual Yield % from dividends | 0.82 | 2.22 | 37% |
| Returns for 1 year | -3.35 | 7.67 | -44% |
| Returns for 3 years | -6.22 | 17.51 | -36% |
| Returns for 5 years | 12.11 | 65.15 | 19% |
| Returns for 10 years | N/A | 87.87 | - |
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