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JMVYX vs VMVIX
JMVYX vs VMVIX Comparison
Open Charts JMVYX vs VMVIX
JPMorgan Mid Cap Value R6
Price$37.80
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets12B
Vanguard Mid-Cap Value Index Investor
Price$67.65
Change+$0.19 (+0.28%)
VolumeN/A
Net Assets32.47B
JMVYX vs VMVIX Comparison Chart in %
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JMVYX vs. VMVIX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.5B vs. JMVYX (12B). VMVIX pays higher dividends than JMVYX: VMVIX (2.05) vs JMVYX (1.01). 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: 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 : 1.18 vs. JMVYX (-9.29). VMVIX return over 5 years is better than : 63.00 vs. JMVYX (12.63).
| 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 | 2.941 | 6.321 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 32.5B | 37% |
| Annual Yield % from dividends | 1.01 | 2.05 | 49% |
| Returns for 1 year | -9.29 | 1.18 | -790% |
| Returns for 3 years | 6.79 | 36.03 | 19% |
| Returns for 5 years | 12.63 | 63.00 | 20% |
| Returns for 10 years | N/A | 99.26 | - |
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