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JMVRX vs VMVIX
JMVRX vs VMVIX Comparison
Open Charts JMVRX vs VMVIX
JPMorgan Mid Cap Value R5
Price$38.26
Change+$0.33 (+0.87%)
VolumeN/A
Net Assets12.42B
Vanguard Mid-Cap Value Index Investor
Price$67.94
Change+$0.49 (+0.73%)
VolumeN/A
Net Assets32.03B
JMVRX vs VMVIX Comparison Chart in %
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JMVRX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32B vs. JMVRX (12.4B). VMVIX pays higher dividends than JMVRX: VMVIX (2.04) vs JMVRX (0.92). JMVRX was incepted earlier than VMVIX: JMVRX (9 years) vs VMVIX (19 years). JMVRX (0.79) is less costly to investors than VMVIX (0.19). JMVRX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (19.00). JMVRX has a lower initial minimum investment than VMVIX: JMVRX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 7.20 vs. JMVRX (-2.70). VMVIX return over 5 years is better than : 67.63 vs. JMVRX (16.26).
| JMVRX | VMVIX | JMVRX / VMVIX | |
| Total Expense Ratio | 0.70 | 0.19 | 368% |
| Annual Report Gross Expense Ratio | 0.79 | 0.19 | 416% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 4.283 | 6.858 | 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 | 2.04 | 45% |
| Returns for 1 year | -2.70 | 7.20 | -37% |
| Returns for 3 years | 4.57 | 29.22 | 16% |
| Returns for 5 years | 16.26 | 67.63 | 24% |
| Returns for 10 years | N/A | 101.86 | - |
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