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JMVQX vs VMVIX
JMVQX vs VMVIX Comparison
Open Charts JMVQX vs VMVIX
JPMorgan Mid Cap Value R4
Price$36.62
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets12B
Vanguard Mid-Cap Value Index Investor
Price$67.65
Change+$0.19 (+0.28%)
VolumeN/A
Net Assets32.47B
JMVQX vs VMVIX Comparison Chart in %
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JMVQX vs. VMVIX commentary
Oct 21, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.5B vs. JMVQX (12B). VMVIX pays higher dividends than JMVQX: VMVIX (2.05) vs JMVQX (0.81). 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: 39.00 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 : 1.18 vs. JMVQX (-9.80). VMVIX return over 5 years is better than : 63.00 vs. JMVQX (10.20).
| 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 | 2.750 | 6.321 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 32.5B | 37% |
| Annual Yield % from dividends | 0.81 | 2.05 | 39% |
| Returns for 1 year | -9.80 | 1.18 | -833% |
| Returns for 3 years | 5.48 | 36.03 | 15% |
| Returns for 5 years | 10.20 | 63.00 | 16% |
| Returns for 10 years | N/A | 99.26 | - |
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