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JMVQX vs VMVIX
JMVQX vs VMVIX Comparison
Open Charts JMVQX vs VMVIX
JPMorgan Mid Cap Value R4
Price$32.04
Change-$4.69 (-12.77%)
VolumeN/A
Net Assets11.36B
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
JMVQX vs VMVIX Comparison Chart in %
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JMVQX vs. VMVIX commentary
Feb 04, 2026
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: 33.2B vs. JMVQX (11.4B). VMVIX pays higher dividends than JMVQX: VMVIX (1.90) vs JMVQX (0.86). JMVQX was incepted earlier than VMVIX: JMVQX (9 years) vs VMVIX (19 years). JMVQX (0.95) 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 : 13.54 vs. JMVQX (-11.21). VMVIX return over 5 years is better than : 52.64 vs. JMVQX (-12.30).
| JMVQX | VMVIX | JMVQX / VMVIX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 0.95 | 0.19 | 500% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 4.263 | 5.515 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 33.2B | 34% |
| Annual Yield % from dividends | 0.86 | 1.90 | 45% |
| Returns for 1 year | -11.21 | 13.54 | -83% |
| Returns for 3 years | -8.18 | 29.32 | -28% |
| Returns for 5 years | -12.30 | 52.64 | -23% |
| Returns for 10 years | N/A | 142.71 | - |
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