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JMVYX vs VMVIX
JMVYX vs VMVIX Comparison
Open Charts JMVYX vs VMVIX
JPMorgan Mid Cap Value R6
Price$32.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.56B
Vanguard Mid-Cap Value Index Investor
Price$70.65
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets32.63B
JMVYX vs VMVIX Comparison Chart in %
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JMVYX vs. VMVIX commentary
Dec 28, 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 Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B vs. JMVYX (11.6B). VMVIX pays higher dividends than JMVYX: VMVIX (2.02) vs JMVYX (0.99). 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 : 9.62 vs. JMVYX (-13.35). VMVIX return over 5 years is better than : 53.90 vs. JMVYX (-8.62).
| 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 | -12.146 | 11.036 | -110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 32.6B | 36% |
| Annual Yield % from dividends | 0.99 | 2.02 | 49% |
| Returns for 1 year | -13.35 | 9.62 | -139% |
| Returns for 3 years | -3.77 | 32.94 | -11% |
| Returns for 5 years | -8.62 | 53.90 | -16% |
| Returns for 10 years | N/A | 109.15 | - |
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