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JMVRX vs VMVIX
JMVRX vs VMVIX Comparison
Open Charts JMVRX vs VMVIX
JPMorgan Mid Cap Value R5
Price$33.18
Change-$4.64 (-12.27%)
VolumeN/A
Net Assets11.36B
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
JMVRX vs VMVIX Comparison Chart in %
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JMVRX vs. VMVIX commentary
Feb 04, 2026
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: 33.2B vs. JMVRX (11.4B). VMVIX pays higher dividends than JMVRX: VMVIX (1.90) vs JMVRX (0.94). JMVRX was incepted earlier than VMVIX: JMVRX (9 years) vs VMVIX (19 years). JMVRX (0.80) 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 : 13.54 vs. JMVRX (-10.51). VMVIX return over 5 years is better than : 52.64 vs. JMVRX (-10.36).
| JMVRX | VMVIX | JMVRX / VMVIX | |
| Total Expense Ratio | 0.70 | 0.19 | 368% |
| Annual Report Gross Expense Ratio | 0.80 | 0.19 | 421% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 4.307 | 5.515 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 33.2B | 34% |
| Annual Yield % from dividends | 0.94 | 1.90 | 50% |
| Returns for 1 year | -10.51 | 13.54 | -78% |
| Returns for 3 years | -6.83 | 29.32 | -23% |
| Returns for 5 years | -10.36 | 52.64 | -20% |
| Returns for 10 years | N/A | 142.71 | - |
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