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JMVQX vs VMVIX
JMVQX vs VMVIX Comparison
Open Charts JMVQX vs VMVIX
JPMorgan Mid Cap Value R4
Price$31.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.56B
Vanguard Mid-Cap Value Index Investor
Price$70.65
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets32.63B
JMVQX vs VMVIX Comparison Chart in %
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JMVQX vs. VMVIX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B vs. JMVQX (11.6B). VMVIX pays higher dividends than JMVQX: VMVIX (2.02) vs JMVQX (0.80). 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 : 9.62 vs. JMVQX (-13.95). VMVIX return over 5 years is better than : 53.90 vs. JMVQX (-10.86).
| 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 | -12.738 | 11.036 | -115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 32.6B | 36% |
| Annual Yield % from dividends | 0.80 | 2.02 | 39% |
| Returns for 1 year | -13.95 | 9.62 | -145% |
| Returns for 3 years | -5.33 | 32.94 | -16% |
| Returns for 5 years | -10.86 | 53.90 | -20% |
| Returns for 10 years | N/A | 109.15 | - |
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