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JMVSX vs VMVIX
JMVSX vs VMVIX Comparison
Open Charts JMVSX vs VMVIX
JPMorgan Mid Cap Value I
Price$37.40
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets11.97B
Vanguard Mid-Cap Value Index Investor
Price$69.26
Change+$0.17 (+0.25%)
VolumeN/A
Net Assets31.8B
JMVSX vs VMVIX Comparison Chart in %
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JMVSX vs. VMVIX commentary
Nov 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: 31.8B vs. JMVSX (12B). VMVIX pays higher dividends than JMVSX: VMVIX (2.08) 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: 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 : 2.82 vs. JMVSX (-10.27). VMVIX return over 5 years is better than : 56.50 vs. JMVSX (3.91).
| 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 | 3.976 | 8.851 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 31.8B | 38% |
| Annual Yield % from dividends | 0.82 | 2.08 | 39% |
| Returns for 1 year | -10.27 | 2.82 | -364% |
| Returns for 3 years | -0.81 | 26.77 | -3% |
| Returns for 5 years | 3.91 | 56.50 | 7% |
| Returns for 10 years | 13.40 | 108.40 | 12% |
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