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JMVYX vs VMVIX
JMVYX vs VMVIX Comparison
Open Charts JMVYX vs VMVIX
JPMorgan Mid Cap Value R6
Price$38.11
Change+$0.49 (+1.30%)
VolumeN/A
Net Assets12.26B
Vanguard Mid-Cap Value Index Investor
Price$68.67
Change+$0.86 (+1.27%)
VolumeN/A
Net Assets32.03B
JMVYX vs VMVIX Comparison Chart in %
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JMVYX vs. VMVIX commentary
Sep 29, 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: 32B vs. JMVYX (12.3B). VMVIX pays higher dividends than JMVYX: VMVIX (2.04) vs JMVYX (1.00). 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 : 4.80 vs. JMVYX (-6.10). VMVIX return over 5 years is better than : 77.11 vs. JMVYX (22.09).
| 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 | 3.785 | 7.895 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 32B | 38% |
| Annual Yield % from dividends | 1.00 | 2.04 | 49% |
| Returns for 1 year | -6.10 | 4.80 | -127% |
| Returns for 3 years | 12.72 | 43.13 | 29% |
| Returns for 5 years | 22.09 | 77.11 | 29% |
| Returns for 10 years | N/A | 117.70 | - |
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