Interact to see
Advertisement
Advertisement
JMVSX vs VMVIX
JMVSX vs VMVIX Comparison
Open Charts JMVSX vs VMVIX
JPMorgan Mid Cap Value I
Price$36.83
Change-$0.25 (-0.67%)
VolumeN/A
Net Assets12.36B
Vanguard Mid-Cap Value Index Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
JMVSX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVSX vs. VMVIX commentary
Aug 18, 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: 31B vs. JMVSX (12.4B). VMVIX pays higher dividends than JMVSX: VMVIX (2.10) vs JMVSX (0.82). 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 : 7.67 vs. JMVSX (-3.26). VMVIX return over 5 years is better than : 65.08 vs. JMVSX (12.53).
| 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 | 2.391 | 5.177 | 46% |
| 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 | 31B | 40% |
| Annual Yield % from dividends | 0.82 | 2.10 | 39% |
| Returns for 1 year | -3.26 | 7.67 | -43% |
| Returns for 3 years | -5.98 | 17.46 | -34% |
| Returns for 5 years | 12.53 | 65.08 | 19% |
| Returns for 10 years | 3.75 | 87.80 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PSCX | 29.61 | N/A | N/A |
| Pacer Swan SOS Conservative (Jan) ETF | |||
| SPLV | 73.50 | -0.06 | -0.08% |
| Invesco S&P 500® Low Volatility ETF | |||
| MODL | 44.63 | -0.04 | -0.10% |
| VictoryShares WestEnd U.S. Sector ETF | |||
| KRBN | 30.23 | -0.06 | -0.20% |
| KraneShares Global Carbon ETF | |||
| XCNY | 26.34 | -0.16 | -0.59% |
| SPDR S&P Emerging Markets ex-China ETF | |||