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JMVYX vs VMVIX
JMVYX vs VMVIX Comparison
Open Charts JMVYX vs VMVIX
JPMorgan Mid Cap Value R6
Price$35.99
Change-$0.48 (-1.32%)
VolumeN/A
Net Assets12.24B
Vanguard Mid-Cap Value Index Investor
Price$63.62
Change-$0.75 (-1.17%)
VolumeN/A
Net Assets29.95B
JMVYX vs VMVIX Comparison Chart
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JMVYX vs. VMVIX commentary
Jun 15, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. JMVYX (12.2B). VMVIX pays higher dividends than JMVYX: VMVIX (2.19) vs JMVYX (1.06). JMVYX was incepted earlier than VMVIX: JMVYX (9 years) vs VMVIX (19 years). JMVYX (0.69) is less costly to investors than VMVIX (0.19). JMVYX is a more actively managed with annual turnover of: 28.00 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 : 7.21 vs. JMVYX (-2.83). VMVIX return over 5 years is better than : 69.17 vs. JMVYX (17.78).
| JMVYX | VMVIX | JMVYX / VMVIX | |
| Total Expense Ratio | 0.60 | 0.19 | 316% |
| Annual Report Gross Expense Ratio | 0.69 | 0.19 | 363% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | -1.988 | -0.052 | 3,820% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 29.9B | 41% |
| Annual Yield % from dividends | 1.06 | 2.19 | 48% |
| Returns for 1 year | -2.83 | 7.21 | -39% |
| Returns for 3 years | 1.79 | 24.97 | 7% |
| Returns for 5 years | 17.78 | 69.17 | 26% |
| Returns for 10 years | N/A | 78.71 | - |
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