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JMVRX vs VMVAX
JMVRX vs VMVAX Comparison
Open Charts JMVRX vs VMVAX
JPMorgan Mid Cap Value R5
Price$38.26
Change+$0.33 (+0.87%)
VolumeN/A
Net Assets12.42B
Vanguard Mid-Cap Value Index Admiral
Price$89.49
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets32.03B
JMVRX vs VMVAX Comparison Chart in %
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JMVRX vs. VMVAX commentary
Sep 08, 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 JMVRX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. JMVRX (12.4B). VMVAX pays higher dividends than JMVRX: VMVAX (2.15) vs JMVRX (0.92). JMVRX was incepted earlier than VMVAX: JMVRX (9 years) vs VMVAX (14 years). JMVRX (0.79) is less costly to investors than VMVAX (0.07). JMVRX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). JMVRX has a lower initial minimum investment than VMVAX: JMVRX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 7.20 vs. JMVRX (-2.70). VMVAX return over 5 years is better than : 67.70 vs. JMVRX (16.26).
| JMVRX | VMVAX | JMVRX / VMVAX | |
| Total Expense Ratio | 0.70 | 0.07 | 1,000% |
| Annual Report Gross Expense Ratio | 0.79 | 0.07 | 1,129% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 4.283 | 6.882 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 32B | 39% |
| Annual Yield % from dividends | 0.92 | 2.15 | 43% |
| Returns for 1 year | -2.70 | 7.20 | -37% |
| Returns for 3 years | 4.57 | 29.26 | 16% |
| Returns for 5 years | 16.26 | 67.70 | 24% |
| Returns for 10 years | N/A | 101.90 | - |
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