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JMVZX vs VMVIX
JMVZX vs VMVIX Comparison
Open Charts JMVZX vs VMVIX
JPMorgan Mid Cap Value R2
Price$28.49
Change-$4.81 (-14.44%)
VolumeN/A
Net Assets11.36B
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
JMVZX vs VMVIX Comparison Chart in %
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JMVZX vs. VMVIX commentary
Feb 05, 2026
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: 33.2B vs. JMVZX (11.4B). VMVIX pays higher dividends than JMVZX: VMVIX (1.90) vs JMVZX (0.57). JMVZX was incepted earlier than VMVIX: JMVZX (17 years) vs VMVIX (19 years). JMVZX (1.48) 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 : 13.54 vs. JMVZX (-13.49). VMVIX return over 5 years is better than : 52.64 vs. JMVZX (-18.53).
| JMVZX | VMVIX | JMVZX / VMVIX | |
| Total Expense Ratio | 1.35 | 0.19 | 711% |
| Annual Report Gross Expense Ratio | 1.48 | 0.19 | 779% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 4.206 | 5.515 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 33.2B | 34% |
| Annual Yield % from dividends | 0.57 | 1.90 | 30% |
| Returns for 1 year | -13.49 | 13.54 | -100% |
| Returns for 3 years | -12.70 | 29.32 | -43% |
| Returns for 5 years | -18.53 | 52.64 | -35% |
| Returns for 10 years | -0.13 | 142.71 | -0% |
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