Interact to see
Advertisement
Advertisement
JMVRX vs VMVAX
JMVRX vs VMVAX Comparison
Open Charts JMVRX vs VMVAX
JPMorgan Mid Cap Value R5
Price$37.58
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets12.36B
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
JMVRX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. VMVAX commentary
Aug 18, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. JMVRX (12.4B). VMVAX pays higher dividends than JMVRX: VMVAX (2.22) vs JMVRX (0.94). 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 : 7.67 vs. JMVRX (-2.91). VMVAX return over 5 years is better than : 65.15 vs. JMVRX (14.05).
| 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 | 2.510 | 5.198 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 31B | 40% |
| Annual Yield % from dividends | 0.94 | 2.22 | 42% |
| Returns for 1 year | -2.91 | 7.67 | -38% |
| Returns for 3 years | -5.27 | 17.51 | -30% |
| Returns for 5 years | 14.05 | 65.15 | 22% |
| Returns for 10 years | N/A | 87.87 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TEI | 6.07 | 0.02 | +0.33% |
| Templeton Emerging Markets Income Fund | |||
| ILOW | 42.21 | 0.10 | +0.24% |
| AB Active ETFs Inc. | |||
| MAYW | 32.61 | -0.02 | -0.08% |
| AllianzIM U.S. Large Cp Buffer20 May ETF | |||
| BUFD | 27.14 | -0.03 | -0.09% |
| FT Vest Laddered Deep Buffer ETF | |||
| UGE | 18.79 | -0.02 | -0.13% |
| ProShares Ultra Consumer Staples | |||