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JMVSX vs VMVAX
JMVSX vs VMVAX Comparison
Open Charts JMVSX vs VMVAX
JPMorgan Mid Cap Value I
Price$37.01
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets12.8B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
JMVSX vs VMVAX Comparison Chart in %
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JMVSX vs. VMVAX commentary
Jul 06, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. JMVSX (12.8B). VMVAX pays higher dividends than JMVSX: VMVAX (2.26) vs JMVSX (0.83). 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 : 12.14 vs. JMVSX (2.63). VMVAX return over 5 years is better than : 77.08 vs. JMVSX (22.10).
| 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 | 2.891 | 3.573 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 29.9B | 43% |
| Annual Yield % from dividends | 0.83 | 2.26 | 37% |
| Returns for 1 year | 2.63 | 12.14 | 22% |
| Returns for 3 years | 5.23 | 28.52 | 18% |
| Returns for 5 years | 22.10 | 77.08 | 29% |
| Returns for 10 years | 5.62 | 88.11 | 6% |
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