Interact to see
Advertisement
Advertisement
JMVZX vs VMVIX
JMVZX vs VMVIX Comparison
Open Charts JMVZX vs VMVIX
JPMorgan Mid Cap Value R2
Price$33.06
Change-$0.25 (-0.75%)
VolumeN/A
Net Assets12.2B
Vanguard Mid-Cap Value Index Investor
Price$67.81
Change-$0.51 (-0.75%)
VolumeN/A
Net Assets32.03B
JMVZX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVZX vs. VMVIX commentary
Sep 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32B vs. JMVZX (12.2B). VMVIX pays higher dividends than JMVZX: VMVIX (2.04) 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: 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 : 3.49 vs. JMVZX (-7.82). VMVIX return over 5 years is better than : 74.89 vs. JMVZX (12.35).
| 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 | 2.682 | 6.544 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 32B | 38% |
| Annual Yield % from dividends | 0.48 | 2.04 | 23% |
| Returns for 1 year | -7.82 | 3.49 | -224% |
| Returns for 3 years | 6.54 | 41.33 | 16% |
| Returns for 5 years | 12.35 | 74.89 | 16% |
| Returns for 10 years | 6.67 | 114.98 | 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 % |
| CONL | 32.27 | 1.10 | +3.53% |
| GraniteShares 2x Long COIN Daily ETF | |||
| NVDG | 18.32 | 0.12 | +0.64% |
| Leverage Shares 2X Long Nvda Daily ETF | |||
| ACWI | 137.31 | 0.69 | +0.51% |
| iShares MSCI ACWI ETF | |||
| MOTI | 36.63 | -0.06 | -0.17% |
| VanEck Morningstar Intl Moat ETF | |||
| TWM | 33.99 | -0.56 | -1.62% |
| ProShares UltraShort Russell2000 | |||