Interact to see
Advertisement
Advertisement
JMVZX vs VMVIX
JMVZX vs VMVIX Comparison
Open Charts JMVZX vs VMVIX
JPMorgan Mid Cap Value R2
Price$33.12
Change-$0.22 (-0.66%)
VolumeN/A
Net Assets12.36B
Vanguard Mid-Cap Value Index Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
JMVZX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVZX vs. VMVIX commentary
Aug 17, 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: 31B vs. JMVZX (12.4B). VMVIX pays higher dividends than JMVZX: VMVIX (2.10) vs JMVZX (0.49). 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: 28.00 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 : 7.67 vs. JMVZX (-4.79). VMVIX return over 5 years is better than : 65.08 vs. JMVZX (5.95).
| 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 | 2.096 | 5.177 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 31B | 40% |
| Annual Yield % from dividends | 0.49 | 2.10 | 23% |
| Returns for 1 year | -4.79 | 7.67 | -62% |
| Returns for 3 years | -9.26 | 17.46 | -53% |
| Returns for 5 years | 5.95 | 65.08 | 9% |
| Returns for 10 years | -5.13 | 87.80 | -6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EEMA | 85.69 | 0.21 | +0.25% |
| iShares MSCI Emerging Markets Asia ETF | |||
| IVRS | 40.63 | N/A | N/A |
| iShares Future Metaverse Tec And Com ETF | |||
| BSJT | 21.56 | N/A | -0.01% |
| Invesco BulletShares 2029 HY Corp Bd ETF | |||
| FLCC | 31.27 | -0.08 | -0.25% |
| Federated Hermes MDT Large Cap Core ETF | |||
| RSBT | 16.22 | -0.04 | -0.26% |
| Return Stacked Bonds & Managed Futs ETF | |||