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JMVZX JPMorgan Mid Cap Value R2

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Fund JMVZX JPMorgan Mid Cap Value R2 SCHM Schwab US Mid-Cap ETF™ JKG iShares Morningstar Mid-Cap  
100% 91% 90%
Annual Fees
(1.50% Exp. Ratio)
(0.06% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$33,752.57 $52,167.53 $49,272.78
Est. savings over 30 yrs +$18,414.96 +$15,520.21
As of 9/30/16
1 YR RETURN 12.80%
3 YR 9.43%
5 YR 16.51%
10 YR 7.96%
1 YR RETURN 13.39%
3 YR 9.50%
5 YR 17.19%
10 YR --
1 YR RETURN 14.13%
3 YR 10.74%
5 YR 17.39%
10 YR 8.83%
The investment seeks growth from capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid-cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap Value Index and/or between $1 billion and $20 billion at the time of purchase.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted index.
The investment seeks to track the investment results of the Morningstar® Mid Core IndexSM composed of mid-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited average "growth" and "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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