Interact to see
Advertisement
Advertisement
JMVYX vs VMVIX
JMVYX vs VMVIX Comparison
Open Charts JMVYX vs VMVIX
JPMorgan Mid Cap Value R6
Price$37.58
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets12.36B
Vanguard Mid-Cap Value Index Investor
Price$66.79
Change-$0.15 (-0.22%)
VolumeN/A
Net Assets31.04B
JMVYX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVYX vs. VMVIX commentary
Aug 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 StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. JMVYX (12.4B). VMVIX pays higher dividends than JMVYX: VMVIX (2.10) vs JMVYX (1.03). 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 : 7.05 vs. JMVYX (-3.31). VMVIX return over 5 years is better than : 66.45 vs. JMVYX (16.20).
| 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 | 2.342 | 4.941 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 31B | 40% |
| Annual Yield % from dividends | 1.03 | 2.10 | 49% |
| Returns for 1 year | -3.31 | 7.05 | -47% |
| Returns for 3 years | -3.74 | 19.15 | -20% |
| Returns for 5 years | 16.20 | 66.45 | 24% |
| Returns for 10 years | N/A | 97.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IVRS | 40.75 | 0.11 | +0.28% |
| iShares Future Metaverse Tec And Com ETF | |||
| PFRL | 50.20 | 0.08 | +0.15% |
| PGIM Floating Rate Income ETF | |||
| JMSI | 49.18 | 0.03 | +0.07% |
| JPMorgan Sustainable Municipal Inc ETF | |||
| DUSB | 50.87 | 0.02 | +0.04% |
| Dimensional Ultrashort Fixed Income ETF | |||
| FARX | 25.67 | 0.01 | +0.04% |
| Frontier Asset Absolute Return ETF | |||