Interact to see
Advertisement
Advertisement
JAMCX vs VMVAX
JAMCX vs VMVAX Comparison
Open Charts JAMCX vs VMVAX
JPMorgan Mid Cap Value A
Price$36.60
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets12.69B
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change+$0.58 (+0.66%)
VolumeN/A
Net Assets30.57B
JAMCX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JAMCX vs. VMVAX commentary
Jul 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 JAMCX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. JAMCX (12.7B). VMVAX pays higher dividends than JAMCX: VMVAX (2.26) vs JAMCX (0.63). JAMCX was incepted earlier than VMVAX: JAMCX (24 years) vs VMVAX (14 years). JAMCX (1.19) is less costly to investors than VMVAX (0.07). JAMCX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). JAMCX has a lower initial minimum investment than VMVAX: JAMCX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 9.76 vs. JAMCX (-0.46). VMVAX return over 5 years is better than : 71.82 vs. JAMCX (17.17).
| JAMCX | VMVAX | JAMCX / VMVAX | |
| Total Expense Ratio | 1.09 | 0.07 | 1,557% |
| Annual Report Gross Expense Ratio | 1.19 | 0.07 | 1,700% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 3.918 | 5.532 | 71% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 30.6B | 42% |
| Annual Yield % from dividends | 0.63 | 2.26 | 28% |
| Returns for 1 year | -0.46 | 9.76 | -5% |
| Returns for 3 years | 2.89 | 28.18 | 10% |
| Returns for 5 years | 17.17 | 71.82 | 24% |
| Returns for 10 years | 4.33 | 93.07 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers