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JMVSX vs VMVIX
JMVSX vs VMVIX Comparison
Open Charts JMVSX vs VMVIX
JPMorgan Mid Cap Value I
Price$37.45
Change-$0.17 (-0.45%)
VolumeN/A
Net Assets11.95B
Vanguard Mid-Cap Value Index Investor
Price$69.65
Change+$0.49 (+0.71%)
VolumeN/A
Net Assets31.8B
JMVSX vs VMVIX Comparison Chart in %
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JMVSX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. JMVSX (11.9B). VMVIX pays higher dividends than JMVSX: VMVIX (2.02) vs JMVSX (0.80). 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: 39.00 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 : 0.92 vs. JMVSX (-11.40). VMVIX return over 5 years is better than : 51.17 vs. JMVSX (1.46).
| 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 | 4.587 | 9.024 | 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 | 2.02 | 39% |
| Returns for 1 year | -11.40 | 0.92 | -1,244% |
| Returns for 3 years | -2.65 | 24.50 | -11% |
| Returns for 5 years | 1.46 | 51.17 | 3% |
| Returns for 10 years | 10.51 | 101.93 | 10% |
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