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JMVSX vs VMVAX
JMVSX vs VMVAX Comparison
Open Charts JMVSX vs VMVAX
JPMorgan Mid Cap Value I
Price$31.46
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets11.56B
Vanguard Mid-Cap Value Index Admiral
Price$92.95
Change+$0.06 (+0.06%)
VolumeN/A
Net Assets32.63B
JMVSX vs VMVAX Comparison Chart in %
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JMVSX vs. VMVAX commentary
Dec 27, 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 JMVSX is a Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.6B vs. JMVSX (11.6B). VMVAX pays higher dividends than JMVSX: VMVAX (2.14) vs JMVSX (0.80). JMVSX was incepted earlier than VMVAX: JMVSX (24 years) vs VMVAX (14 years). JMVSX (0.95) is less costly to investors than VMVAX (0.07). JMVSX is a more actively managed with annual turnover of: 39.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than JMVSX: VMVAX (3000) vs JMVSX (1000000). VMVAX annual gain was more profitable for investors over the last year : 9.63 vs. JMVSX (-13.74). VMVAX return over 5 years is better than : 54.00 vs. JMVSX (-10.32).
| JMVSX | VMVAX | JMVSX / VMVAX | |
| Total Expense Ratio | 0.84 | 0.07 | 1,200% |
| Annual Report Gross Expense Ratio | 0.95 | 0.07 | 1,357% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -12.538 | 11.046 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 32.6B | 36% |
| Annual Yield % from dividends | 0.80 | 2.14 | 37% |
| Returns for 1 year | -13.74 | 9.63 | -143% |
| Returns for 3 years | -4.97 | 32.97 | -15% |
| Returns for 5 years | -10.32 | 54.00 | -19% |
| Returns for 10 years | -1.20 | 109.34 | -1% |
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