Interact to see
Advertisement
Advertisement
JMVZX vs VMVAX
JMVZX vs VMVAX Comparison
Open Charts JMVZX vs VMVAX
JPMorgan Mid Cap Value R2
Price$33.66
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets12.69B
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change+$0.58 (+0.66%)
VolumeN/A
Net Assets30.57B
JMVZX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVZX vs. VMVAX commentary
Jul 27, 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: 30.6B vs. JMVZX (12.7B). VMVAX pays higher dividends than JMVZX: VMVAX (2.26) vs JMVZX (0.49). 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: 28.00 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 : 9.76 vs. JMVZX (-1.57). VMVAX return over 5 years is better than : 71.82 vs. JMVZX (12.31).
| 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 | 3.761 | 5.532 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 30.6B | 42% |
| Annual Yield % from dividends | 0.49 | 2.26 | 22% |
| Returns for 1 year | -1.57 | 9.76 | -16% |
| Returns for 3 years | 0.29 | 28.18 | 1% |
| Returns for 5 years | 12.31 | 71.82 | 17% |
| Returns for 10 years | -1.86 | 93.07 | -2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement