Interact to see
Advertisement
Advertisement
JMVSX vs VMVIX
JMVSX vs VMVIX Comparison
Open Charts JMVSX vs VMVIX
JPMorgan Mid Cap Value I
Price$37.43
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets12.69B
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
JMVSX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVSX vs. VMVIX commentary
Jul 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. JMVSX (12.7B). VMVIX pays higher dividends than JMVSX: VMVIX (2.14) vs JMVSX (0.83). 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 : 9.75 vs. JMVSX (0.03). VMVIX return over 5 years is better than : 71.74 vs. JMVSX (19.31).
| 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 | 4.059 | 5.522 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 30.6B | 42% |
| Annual Yield % from dividends | 0.83 | 2.14 | 39% |
| Returns for 1 year | 0.03 | 9.75 | 0% |
| Returns for 3 years | 3.94 | 28.14 | 14% |
| Returns for 5 years | 19.31 | 71.74 | 27% |
| Returns for 10 years | 7.36 | 93.04 | 8% |
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 % |
| ETJ | 8.99 | 0.07 | +0.78% |
| Eaton Vance Risk - Managed Diversified Equity Income Fund | |||
| DFAS | 66.00 | 0.31 | +0.47% |
| Dimensional US Small Cap ETF | |||
| DVND | 33.81 | N/A | N/A |
| Touchstone Dividend Select ETF | |||
| PCQ | 8.28 | -0.01 | -0.18% |
| Pimco California Municipal Income Fund | |||
| EBIT | 32.35 | -0.19 | -0.60% |
| Harbor AlphaEdge Small Cap Earners ETF | |||