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JMVYX vs VMVAX
JMVYX vs VMVAX Comparison
Open Charts JMVYX vs VMVAX
JPMorgan Mid Cap Value R6
Price$37.83
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets12.8B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
JMVYX vs VMVAX Comparison Chart in %
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JMVYX vs. VMVAX commentary
Jul 07, 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 JMVYX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. JMVYX (12.8B). VMVAX pays higher dividends than JMVYX: VMVAX (2.26) vs JMVYX (1.04). JMVYX was incepted earlier than VMVAX: JMVYX (9 years) vs VMVAX (14 years). JMVYX (0.69) is less costly to investors than VMVAX (0.07). JMVYX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than JMVYX: VMVAX (3000) vs JMVYX (15000000). VMVAX annual gain was more profitable for investors over the last year : 12.14 vs. JMVYX (3.13). VMVAX return over 5 years is better than : 77.08 vs. JMVYX (24.31).
| JMVYX | VMVAX | JMVYX / VMVAX | |
| Total Expense Ratio | 0.60 | 0.07 | 857% |
| Annual Report Gross Expense Ratio | 0.69 | 0.07 | 986% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 3.023 | 3.573 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 29.9B | 43% |
| Annual Yield % from dividends | 1.04 | 2.26 | 46% |
| Returns for 1 year | 3.13 | 12.14 | 26% |
| Returns for 3 years | 6.26 | 28.52 | 22% |
| Returns for 5 years | 24.31 | 77.08 | 32% |
| Returns for 10 years | N/A | 88.11 | - |
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