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JMVQX vs VMVIX
JMVQX vs VMVIX Comparison
Open Charts JMVQX vs VMVIX
JPMorgan Mid Cap Value R4
Price$34.90
Change-$0.47 (-1.33%)
VolumeN/A
Net Assets12.24B
Vanguard Mid-Cap Value Index Investor
Price$63.62
Change-$0.75 (-1.17%)
VolumeN/A
Net Assets29.95B
JMVQX vs VMVIX Comparison Chart
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JMVQX vs. VMVIX commentary
Jun 16, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. JMVQX (12.2B). VMVIX pays higher dividends than JMVQX: VMVIX (2.19) vs JMVQX (0.85). JMVQX was incepted earlier than VMVIX: JMVQX (9 years) vs VMVIX (19 years). JMVQX (0.94) is less costly to investors than VMVIX (0.19). JMVQX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (19.00). JMVQX has a lower initial minimum investment than VMVIX: JMVQX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 7.21 vs. JMVQX (-3.35). VMVIX return over 5 years is better than : 69.17 vs. JMVQX (15.24).
| JMVQX | VMVIX | JMVQX / VMVIX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 0.94 | 0.19 | 495% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | -2.076 | -0.052 | 3,990% |
| 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 | 0.85 | 2.19 | 39% |
| Returns for 1 year | -3.35 | 7.21 | -46% |
| Returns for 3 years | 0.56 | 24.97 | 2% |
| Returns for 5 years | 15.24 | 69.17 | 22% |
| Returns for 10 years | N/A | 78.71 | - |
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