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JMVSX vs VMVIX
JMVSX vs VMVIX Comparison
Open Charts JMVSX vs VMVIX
JPMorgan Mid Cap Value I
Price$35.21
Change-$0.48 (-1.34%)
VolumeN/A
Net Assets12.41B
Vanguard Mid-Cap Value Index Investor
Price$63.62
Change-$0.75 (-1.17%)
VolumeN/A
Net Assets29.95B
JMVSX vs VMVIX Comparison Chart
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JMVSX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. JMVSX (12.4B). VMVIX pays higher dividends than JMVSX: VMVIX (2.19) vs JMVSX (0.85). JMVSX was incepted earlier than VMVIX: JMVSX (24 years) vs VMVIX (19 years). JMVSX (0.94) is less costly to investors than VMVIX (0.19). JMVSX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than JMVSX: VMVIX (3000) vs JMVSX (1000000). VMVIX annual gain was more profitable for investors over the last year : 7.21 vs. JMVSX (-3.29). VMVIX return over 5 years is better than : 69.17 vs. JMVSX (15.68).
| JMVSX | VMVIX | JMVSX / VMVIX | |
| Total Expense Ratio | 0.84 | 0.19 | 442% |
| Annual Report Gross Expense Ratio | 0.94 | 0.19 | 495% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -2.113 | -0.052 | 4,060% |
| 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 | 2.19 | 39% |
| Returns for 1 year | -3.29 | 7.21 | -46% |
| Returns for 3 years | 0.81 | 24.97 | 3% |
| Returns for 5 years | 15.68 | 69.17 | 23% |
| Returns for 10 years | -0.65 | 78.71 | -1% |
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