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JAMCX vs VMVIX
JAMCX vs VMVIX Comparison
Open Charts JAMCX vs VMVIX
JPMorgan Mid Cap Value A
Price$36.19
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets12.8B
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
JAMCX vs VMVIX Comparison Chart in %
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JAMCX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. JAMCX (12.8B). VMVIX pays higher dividends than JAMCX: VMVIX (2.14) vs JAMCX (0.63). 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 (19.00). 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 : 12.13 vs. JAMCX (2.12). VMVIX return over 5 years is better than : 76.99 vs. JAMCX (19.88).
| 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 | 2.754 | 3.574 | 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 | 2.14 | 29% |
| Returns for 1 year | 2.12 | 12.13 | 18% |
| Returns for 3 years | 4.16 | 28.47 | 15% |
| Returns for 5 years | 19.88 | 76.99 | 26% |
| Returns for 10 years | 2.61 | 88.04 | 3% |
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