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JMVZX vs VMVIX
JMVZX vs VMVIX Comparison
Open Charts JMVZX vs VMVIX
JPMorgan Mid Cap Value R2
Price$28.40
Change+$0.21 (+0.74%)
VolumeN/A
Net Assets11.55B
Vanguard Mid-Cap Value Index Investor
Price$72.76
Change+$0.50 (+0.69%)
VolumeN/A
Net Assets33.17B
JMVZX vs VMVIX Comparison Chart in %
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JMVZX vs. VMVIX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. JMVZX (11.6B). VMVIX pays higher dividends than JMVZX: VMVIX (1.98) vs JMVZX (0.59). 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 : 13.82 vs. JMVZX (-12.34). VMVIX return over 5 years is better than : 51.31 vs. JMVZX (-18.51).
| 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 | 3.877 | 4.226 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 33.2B | 35% |
| Annual Yield % from dividends | 0.59 | 1.98 | 30% |
| Returns for 1 year | -12.34 | 13.82 | -89% |
| Returns for 3 years | -10.73 | 30.70 | -35% |
| Returns for 5 years | -18.51 | 51.31 | -36% |
| Returns for 10 years | 1.04 | 142.01 | 1% |
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