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JMVRX vs VMVAX
JMVRX vs VMVAX Comparison
Open Charts JMVRX vs VMVAX
JPMorgan Mid Cap Value R5
Price$35.91
Change-$0.49 (-1.35%)
VolumeN/A
Net Assets12.24B
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
JMVRX vs VMVAX Comparison Chart
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JMVRX vs. VMVAX commentary
Jun 16, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. JMVRX (12.2B). VMVAX pays higher dividends than JMVRX: VMVAX (2.31) vs JMVRX (0.97). 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 : 7.23 vs. JMVRX (-2.96). VMVAX return over 5 years is better than : 69.23 vs. JMVRX (17.18).
| 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 | -2.046 | -0.023 | 9,029% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 29.9B | 41% |
| Annual Yield % from dividends | 0.97 | 2.31 | 42% |
| Returns for 1 year | -2.96 | 7.23 | -41% |
| Returns for 3 years | 1.53 | 24.99 | 6% |
| Returns for 5 years | 17.18 | 69.23 | 25% |
| Returns for 10 years | N/A | 78.81 | - |
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