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JMVZX vs VMVIX
JMVZX vs VMVIX Comparison
Open Charts JMVZX vs VMVIX
JPMorgan Mid Cap Value R2
Price$33.20
Change+$0.15 (+0.45%)
VolumeN/A
Net Assets12B
Vanguard Mid-Cap Value Index Investor
Price$67.65
Change+$0.19 (+0.28%)
VolumeN/A
Net Assets32.47B
JMVZX vs VMVIX Comparison Chart in %
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JMVZX vs. VMVIX commentary
Oct 18, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.5B vs. JMVZX (12B). VMVIX pays higher dividends than JMVZX: VMVIX (2.05) vs JMVZX (0.48). JMVZX was incepted earlier than VMVIX: JMVZX (17 years) vs VMVIX (19 years). JMVZX (1.46) is less costly to investors than VMVIX (0.19). JMVZX is a more actively managed with annual turnover of: 39.00 vs. VMVIX (19.00). JMVZX has a lower initial minimum investment than VMVIX: JMVZX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 1.18 vs. JMVZX (-11.14). VMVIX return over 5 years is better than : 63.00 vs. JMVZX (4.18).
| JMVZX | VMVIX | JMVZX / VMVIX | |
| Total Expense Ratio | 1.35 | 0.19 | 711% |
| Annual Report Gross Expense Ratio | 1.46 | 0.19 | 768% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 2.343 | 6.321 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 32.5B | 37% |
| Annual Yield % from dividends | 0.48 | 2.05 | 23% |
| Returns for 1 year | -11.14 | 1.18 | -946% |
| Returns for 3 years | 2.07 | 36.03 | 6% |
| Returns for 5 years | 4.18 | 63.00 | 7% |
| Returns for 10 years | -0.15 | 99.26 | -0% |
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