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JMVZX vs VMVAX
JMVZX vs VMVAX Comparison
Open Charts JMVZX vs VMVAX
JPMorgan Mid Cap Value R2
Price$27.67
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets11.57B
Vanguard Mid-Cap Value Index Admiral
Price$92.89
Change+$0.33 (+0.36%)
VolumeN/A
Net Assets32.63B
JMVZX vs VMVAX Comparison Chart in %
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JMVZX vs. VMVAX commentary
Dec 25, 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 Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.6B vs. JMVZX (11.6B). 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 (1.48) 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 : 9.73 vs. JMVZX (-15.74). VMVAX return over 5 years is better than : 53.90 vs. JMVZX (-16.92).
| JMVZX | VMVAX | JMVZX / VMVAX | |
| Total Expense Ratio | 1.35 | 0.07 | 1,929% |
| Annual Report Gross Expense Ratio | 1.48 | 0.07 | 2,114% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -14.704 | 10.975 | -134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 32.6B | 36% |
| Annual Yield % from dividends | 0.47 | 2.14 | 22% |
| Returns for 1 year | -15.74 | 9.73 | -162% |
| Returns for 3 years | -9.38 | 33.24 | -28% |
| Returns for 5 years | -16.92 | 53.90 | -31% |
| Returns for 10 years | -11.03 | 110.28 | -10% |
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