Interact to see
Advertisement
Advertisement
JMVSX vs VMVAX
JMVSX vs VMVAX Comparison
Open Charts JMVSX vs VMVAX
JPMorgan Mid Cap Value I
Price$37.45
Change-$0.17 (-0.45%)
VolumeN/A
Net Assets11.95B
Vanguard Mid-Cap Value Index Admiral
Price$91.65
Change+$0.65 (+0.71%)
VolumeN/A
Net Assets31.8B
JMVSX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVSX vs. VMVAX commentary
Dec 04, 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: 31.8B vs. JMVSX (11.9B). 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 (0.94) 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 : 0.92 vs. JMVSX (-11.40). VMVAX return over 5 years is better than : 51.23 vs. JMVSX (1.46).
| 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 | 4.587 | 9.051 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 31.8B | 37% |
| Annual Yield % from dividends | 0.80 | 2.14 | 37% |
| Returns for 1 year | -11.40 | 0.92 | -1,239% |
| Returns for 3 years | -2.65 | 24.53 | -11% |
| Returns for 5 years | 1.46 | 51.23 | 3% |
| Returns for 10 years | 10.51 | 102.11 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers