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JMVZX vs VMVAX
JMVZX vs VMVAX Comparison
Open Charts JMVZX vs VMVAX
JPMorgan Mid Cap Value R2
Price$33.81
Change+$0.19 (+0.57%)
VolumeN/A
Net Assets11.8B
Vanguard Mid-Cap Value Index Admiral
Price$91.65
Change+$0.65 (+0.71%)
VolumeN/A
Net Assets31.8B
JMVZX vs VMVAX Comparison Chart in %
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JMVZX vs. VMVAX commentary
Dec 04, 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 JMVZX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. JMVZX (11.8B). VMVAX pays higher dividends than JMVZX: VMVAX (2.14) vs JMVZX (0.47). JMVZX was incepted earlier than VMVAX: JMVZX (17 years) vs VMVAX (14 years). JMVZX (1.46) is less costly to investors than VMVAX (0.07). JMVZX is a more actively managed with annual turnover of: 39.00 vs. VMVAX (19.00). JMVZX has a lower initial minimum investment than VMVAX: JMVZX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 0.92 vs. JMVZX (-12.79). VMVAX return over 5 years is better than : 51.23 vs. JMVZX (-4.46).
| JMVZX | VMVAX | JMVZX / VMVAX | |
| Total Expense Ratio | 1.35 | 0.07 | 1,929% |
| Annual Report Gross Expense Ratio | 1.46 | 0.07 | 2,086% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 4.131 | 9.051 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 31.8B | 37% |
| Annual Yield % from dividends | 0.47 | 2.14 | 22% |
| Returns for 1 year | -12.79 | 0.92 | -1,390% |
| Returns for 3 years | -6.03 | 24.53 | -25% |
| Returns for 5 years | -4.46 | 51.23 | -9% |
| Returns for 10 years | 1.04 | 102.11 | 1% |
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