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JMVRX vs VMVIX
JMVRX vs VMVIX Comparison
Open Charts JMVRX vs VMVIX
JPMorgan Mid Cap Value R5
Price$32.41
Change-$0.21 (-0.64%)
VolumeN/A
Net Assets11.66B
Vanguard Mid-Cap Value Index Investor
Price$70.82
Change-$0.48 (-0.67%)
VolumeN/A
Net Assets32.63B
JMVRX vs VMVIX Comparison Chart in %
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JMVRX vs. VMVIX commentary
Dec 14, 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: 32.6B vs. JMVRX (11.7B). VMVIX pays higher dividends than JMVRX: VMVIX (2.02) vs JMVRX (0.91). 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 : 6.99 vs. JMVRX (-22.63). VMVIX return over 5 years is better than : 55.18 vs. JMVRX (-7.43).
| 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 | -11.020 | 12.058 | -91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 32.6B | 36% |
| Annual Yield % from dividends | 0.91 | 2.02 | 45% |
| Returns for 1 year | -22.63 | 6.99 | -324% |
| Returns for 3 years | -14.80 | 30.03 | -49% |
| Returns for 5 years | -7.43 | 55.18 | -13% |
| Returns for 10 years | N/A | 118.02 | - |
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