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JMVSX vs VMVAX
JMVSX vs VMVAX Comparison
Open Charts JMVSX vs VMVAX
JPMorgan Mid Cap Value I
Price$35.21
Change-$0.48 (-1.34%)
VolumeN/A
Net Assets12.41B
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
JMVSX vs VMVAX Comparison Chart
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JMVSX vs. VMVAX commentary
Jun 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 JMVSX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. JMVSX (12.4B). VMVAX pays higher dividends than JMVSX: VMVAX (2.31) vs JMVSX (0.85). JMVSX was incepted earlier than VMVAX: JMVSX (24 years) vs VMVAX (14 years). JMVSX (0.94) is less costly to investors than VMVAX (0.07). JMVSX is a more actively managed with annual turnover of: 28.00 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 : 7.23 vs. JMVSX (-3.29). VMVAX return over 5 years is better than : 69.23 vs. JMVSX (15.68).
| JMVSX | VMVAX | JMVSX / VMVAX | |
| Total Expense Ratio | 0.84 | 0.07 | 1,200% |
| Annual Report Gross Expense Ratio | 0.94 | 0.07 | 1,343% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -2.113 | -0.023 | 9,325% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 29.9B | 41% |
| Annual Yield % from dividends | 0.85 | 2.31 | 37% |
| Returns for 1 year | -3.29 | 7.23 | -46% |
| Returns for 3 years | 0.81 | 24.99 | 3% |
| Returns for 5 years | 15.68 | 69.23 | 23% |
| Returns for 10 years | -0.65 | 78.81 | -1% |
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