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JMVSX vs VMVAX
JMVSX vs VMVAX Comparison
Open Charts JMVSX vs VMVAX
JPMorgan Mid Cap Value I
Price$32.41
Change-$4.65 (-12.55%)
VolumeN/A
Net Assets11.37B
Vanguard Mid-Cap Value Index Admiral
Price$96.91
Change+$7.30 (+8.15%)
VolumeN/A
Net Assets33.17B
JMVSX vs VMVAX Comparison Chart in %
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JMVSX vs. VMVAX commentary
Feb 05, 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 JMVSX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. JMVSX (11.4B). VMVAX pays higher dividends than JMVSX: VMVAX (2.01) vs JMVSX (0.83). 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 : 13.53 vs. JMVSX (-11.02). VMVAX return over 5 years is better than : 52.71 vs. JMVSX (-11.80).
| 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 | 4.279 | 5.509 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 33.2B | 34% |
| Annual Yield % from dividends | 0.83 | 2.01 | 41% |
| Returns for 1 year | -11.02 | 13.53 | -81% |
| Returns for 3 years | -7.88 | 29.37 | -27% |
| Returns for 5 years | -11.80 | 52.71 | -22% |
| Returns for 10 years | 12.08 | 142.89 | 8% |
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