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JAMCX vs VMVIX
JAMCX vs VMVIX Comparison
Open Charts JAMCX vs VMVIX
JPMorgan Mid Cap Value A
Price$32.72
Change+$0.34 (+1.05%)
VolumeN/A
Net Assets11.73B
Vanguard Mid-Cap Value Index Investor
Price$59.62
Change+$0.58 (+0.98%)
VolumeN/A
Net Assets29.86B
JAMCX vs VMVIX Comparison Chart
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JAMCX vs. VMVIX commentary
Apr 18, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. JAMCX (11.7B). VMVIX pays higher dividends than JAMCX: VMVIX (2.20) vs JAMCX (0.64). JAMCX was incepted earlier than VMVIX: JAMCX (24 years) vs VMVIX (19 years). JAMCX (1.19) is less costly to investors than VMVIX (0.19). JAMCX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (22.00). JAMCX has a lower initial minimum investment than VMVIX: JAMCX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 2.30 vs. JAMCX (-7.59). VMVIX return over 5 years is better than : 70.05 vs. JAMCX (14.68).
| JAMCX | VMVIX | JAMCX / VMVIX | |
| Total Expense Ratio | 1.09 | 0.19 | 574% |
| Annual Report Gross Expense Ratio | 1.19 | 0.19 | 626% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -8.064 | -7.247 | 111% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 29.9B | 39% |
| Annual Yield % from dividends | 0.64 | 2.20 | 29% |
| Returns for 1 year | -7.59 | 2.30 | -330% |
| Returns for 3 years | -17.00 | 1.11 | -1,536% |
| Returns for 5 years | 14.68 | 70.05 | 21% |
| Returns for 10 years | -9.03 | 64.71 | -14% |
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