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JMVYX vs VMVIX
JMVYX vs VMVIX Comparison
Open Charts JMVYX vs VMVIX
JPMorgan Mid Cap Value R6
Price$33.25
Change-$4.66 (-12.29%)
VolumeN/A
Net Assets11.37B
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
JMVYX vs VMVIX Comparison Chart in %
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JMVYX vs. VMVIX commentary
Feb 05, 2026
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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. JMVYX (11.4B). VMVIX pays higher dividends than JMVYX: VMVIX (1.90) vs JMVYX (1.02). JMVYX was incepted earlier than VMVIX: JMVYX (9 years) vs VMVIX (19 years). JMVYX (0.70) is less costly to investors than VMVIX (0.19). JMVYX is a more actively managed with annual turnover of: 39.00 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than JMVYX: VMVIX (3000) vs JMVYX (15000000). VMVIX annual gain was more profitable for investors over the last year : 13.54 vs. JMVYX (-10.38). VMVIX return over 5 years is better than : 52.64 vs. JMVYX (-9.90).
| JMVYX | VMVIX | JMVYX / VMVIX | |
| Total Expense Ratio | 0.60 | 0.19 | 316% |
| Annual Report Gross Expense Ratio | 0.70 | 0.19 | 368% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 4.297 | 5.515 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 33.2B | 34% |
| Annual Yield % from dividends | 1.02 | 1.90 | 54% |
| Returns for 1 year | -10.38 | 13.54 | -77% |
| Returns for 3 years | -6.49 | 29.32 | -22% |
| Returns for 5 years | -9.90 | 52.64 | -19% |
| Returns for 10 years | N/A | 142.71 | - |
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