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JAMCX vs VMVIX
JAMCX vs VMVIX Comparison
Open Charts JAMCX vs VMVIX
JPMorgan Mid Cap Value A
Price$35.15
Change-$1.03 (-2.85%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$63.51
Change-$1.88 (-2.88%)
VolumeN/A
CapitalizationN/A
JAMCX vs VMVIX Comparison Chart
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JAMCX vs. VMVIX commentary
Dec 19, 2024
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 Hold and VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. JAMCX (13.5B). VMVIX pays higher dividends than JAMCX: VMVIX (2.03) vs JAMCX (0.87). JAMCX was incepted earlier than VMVIX: JAMCX (24 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. JAMCX (12.00). 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 : 15.40 vs. JAMCX (5.55). VMVIX return over 5 years is better than : 40.88 vs. JAMCX (-3.83).
| JAMCX | VMVIX | JAMCX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 4.506 | 14.787 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 32.8B | 41% |
| Annual Yield % from dividends | 0.87 | 2.03 | 43% |
| Returns for 1 year | 5.55 | 15.40 | 36% |
| Returns for 3 years | -6.14 | 14.45 | -43% |
| Returns for 5 years | -3.83 | 40.88 | -9% |
| Returns for 10 years | 4.06 | 89.09 | 5% |
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