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JMVRX vs VMVIX
JMVRX vs VMVIX Comparison
Open Charts JMVRX vs VMVIX
JPMorgan Mid Cap Value R5
Price$37.58
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets12.36B
Vanguard Mid-Cap Value Index Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
JMVRX vs VMVIX Comparison Chart in %
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JMVRX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. JMVRX (12.4B). VMVIX pays higher dividends than JMVRX: VMVIX (2.10) vs JMVRX (0.94). 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 : 7.67 vs. JMVRX (-2.91). VMVIX return over 5 years is better than : 65.08 vs. JMVRX (14.05).
| 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 | 2.510 | 5.177 | 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 | 2.10 | 45% |
| Returns for 1 year | -2.91 | 7.67 | -38% |
| Returns for 3 years | -5.27 | 17.46 | -30% |
| Returns for 5 years | 14.05 | 65.08 | 22% |
| Returns for 10 years | N/A | 87.80 | - |
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