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JMVRX vs VMVIX
JMVRX vs VMVIX Comparison
Open Charts JMVRX vs VMVIX
JPMorgan Mid Cap Value R5
Price$37.71
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets11.95B
Vanguard Mid-Cap Value Index Investor
Price$67.65
Change+$0.19 (+0.28%)
VolumeN/A
Net Assets32.47B
JMVRX vs VMVIX Comparison Chart in %
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JMVRX vs. VMVIX commentary
Oct 19, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.5B vs. JMVRX (11.9B). VMVIX pays higher dividends than JMVRX: VMVIX (2.05) 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: 39.00 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 : 1.18 vs. JMVRX (-9.40). VMVIX return over 5 years is better than : 63.00 vs. JMVRX (12.10).
| 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 | 2.864 | 6.321 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 32.5B | 37% |
| Annual Yield % from dividends | 0.92 | 2.05 | 45% |
| Returns for 1 year | -9.40 | 1.18 | -799% |
| Returns for 3 years | 6.53 | 36.03 | 18% |
| Returns for 5 years | 12.10 | 63.00 | 19% |
| Returns for 10 years | N/A | 99.26 | - |
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