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JMVZX vs VMVAX
JMVZX vs VMVAX Comparison
Open Charts JMVZX vs VMVAX
JPMorgan Mid Cap Value R2
Price$33.27
Change-$0.32 (-0.95%)
VolumeN/A
Net Assets11.87B
Vanguard Mid-Cap Value Index Admiral
Price$90.11
Change-$1.02 (-1.12%)
VolumeN/A
Net Assets31.8B
JMVZX vs VMVAX Comparison Chart in %
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JMVZX vs. VMVAX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. JMVZX (11.9B). VMVAX pays higher dividends than JMVZX: VMVAX (2.20) 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: 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 : 2.82 vs. JMVZX (-11.69). VMVAX return over 5 years is better than : 56.57 vs. JMVZX (-2.15).
| 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 | 3.545 | 8.872 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 31.8B | 37% |
| Annual Yield % from dividends | 0.49 | 2.20 | 22% |
| Returns for 1 year | -11.69 | 2.82 | -415% |
| Returns for 3 years | -4.27 | 26.82 | -16% |
| Returns for 5 years | -2.15 | 56.57 | -4% |
| Returns for 10 years | 3.68 | 108.57 | 3% |
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