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JMVZX vs VMVIX
JMVZX vs VMVIX Comparison
Open Charts JMVZX vs VMVIX
JPMorgan Mid Cap Value R2
Price$33.27
Change-$0.32 (-0.95%)
VolumeN/A
Net Assets11.87B
Vanguard Mid-Cap Value Index Investor
Price$68.49
Change-$0.77 (-1.11%)
VolumeN/A
Net Assets31.8B
JMVZX vs VMVIX Comparison Chart in %
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JMVZX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.8B vs. JMVZX (11.9B). VMVIX pays higher dividends than JMVZX: VMVIX (2.08) 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: 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 : 2.82 vs. JMVZX (-11.69). VMVIX return over 5 years is better than : 56.50 vs. JMVZX (-2.15).
| 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 | 3.545 | 8.851 | 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 | 2.08 | 23% |
| Returns for 1 year | -11.69 | 2.82 | -415% |
| Returns for 3 years | -4.27 | 26.77 | -16% |
| Returns for 5 years | -2.15 | 56.50 | -4% |
| Returns for 10 years | 3.68 | 108.40 | 3% |
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