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JMVQX vs VMVAX
JMVQX vs VMVAX Comparison
Open Charts JMVQX vs VMVAX
JPMorgan Mid Cap Value R4
Price$31.48
Change-$6.04 (-16.10%)
VolumeN/A
Net Assets9.94B
Vanguard Mid-Cap Value Index Admiral
Price$93.82
Change+$0.82 (+0.88%)
VolumeN/A
Net Assets32.63B
JMVQX vs VMVAX Comparison Chart in %
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JMVQX vs. VMVAX commentary
Dec 13, 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: 32.6B vs. JMVQX (9.94B). VMVAX pays higher dividends than JMVQX: VMVAX (2.14) vs JMVQX (0.80). 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: 39.00 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 : 6.99 vs. JMVQX (-23.41). VMVAX return over 5 years is better than : 55.26 vs. JMVQX (-9.44).
| 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 | -11.672 | 12.086 | -97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.94B | 32.6B | 30% |
| Annual Yield % from dividends | 0.80 | 2.14 | 37% |
| Returns for 1 year | -23.41 | 6.99 | -335% |
| Returns for 3 years | -16.15 | 30.08 | -54% |
| Returns for 5 years | -9.44 | 55.26 | -17% |
| Returns for 10 years | N/A | 118.21 | - |
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