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JAMCX vs VMVAX
JAMCX vs VMVAX Comparison
Open Charts JAMCX vs VMVAX
JPMorgan Mid Cap Value A
Price$36.19
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets12.8B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
JAMCX vs VMVAX Comparison Chart in %
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JAMCX vs. VMVAX commentary
Jul 06, 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: 29.9B vs. JAMCX (12.8B). 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 : 12.14 vs. JAMCX (2.12). VMVAX return over 5 years is better than : 77.08 vs. JAMCX (19.88).
| 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 | 2.754 | 3.573 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 29.9B | 43% |
| Annual Yield % from dividends | 0.63 | 2.26 | 28% |
| Returns for 1 year | 2.12 | 12.14 | 17% |
| Returns for 3 years | 4.16 | 28.52 | 15% |
| Returns for 5 years | 19.88 | 77.08 | 26% |
| Returns for 10 years | 2.61 | 88.11 | 3% |
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