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JMVSX vs VMVIX
JMVSX vs VMVIX Comparison
Open Charts JMVSX vs VMVIX
JPMorgan Mid Cap Value I
Price$31.45
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets11.57B
Vanguard Mid-Cap Value Index Investor
Price$70.65
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets32.63B
JMVSX vs VMVIX Comparison Chart in %
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JMVSX vs. VMVIX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B vs. JMVSX (11.6B). 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 (0.95) 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 : 9.73 vs. JMVSX (-13.62). VMVIX return over 5 years is better than : 53.81 vs. JMVSX (-10.35).
| JMVSX | VMVIX | JMVSX / VMVIX | |
| Total Expense Ratio | 0.84 | 0.19 | 442% |
| Annual Report Gross Expense Ratio | 0.95 | 0.19 | 500% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -12.566 | 10.973 | -115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 32.6B | 36% |
| Annual Yield % from dividends | 0.80 | 2.02 | 39% |
| Returns for 1 year | -13.62 | 9.73 | -140% |
| Returns for 3 years | -4.67 | 33.21 | -14% |
| Returns for 5 years | -10.35 | 53.81 | -19% |
| Returns for 10 years | -0.50 | 110.07 | -0% |
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