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JCMVX vs VMVAX
JCMVX vs VMVAX Comparison
Open Charts JCMVX vs VMVAX
JPMorgan Mid Cap Value C
Price$33.15
Change-$0.17 (-0.51%)
VolumeN/A
Net Assets12.31B
Vanguard Mid-Cap Value Index Admiral
Price$86.53
Change-$0.27 (-0.31%)
VolumeN/A
Net Assets31.04B
JCMVX vs VMVAX Comparison Chart in %
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JCMVX vs. VMVAX commentary
Aug 07, 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 JCMVX is a StrongBuy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. JCMVX (12.3B). VMVAX pays higher dividends than JCMVX: VMVAX (2.22) vs JCMVX (0.14). JCMVX was incepted earlier than VMVAX: JCMVX (24 years) vs VMVAX (14 years). JCMVX (1.70) is less costly to investors than VMVAX (0.07). JCMVX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). JCMVX has a lower initial minimum investment than VMVAX: JCMVX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 9.26 vs. JCMVX (-2.90). VMVAX return over 5 years is better than : 64.27 vs. JCMVX (5.85).
| JCMVX | VMVAX | JCMVX / VMVAX | |
| Total Expense Ratio | 1.59 | 0.07 | 2,271% |
| Annual Report Gross Expense Ratio | 1.70 | 0.07 | 2,429% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 1.000 | 3.669 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 31B | 40% |
| Annual Yield % from dividends | 0.14 | 2.22 | 6% |
| Returns for 1 year | -2.90 | 9.26 | -31% |
| Returns for 3 years | -5.43 | 22.04 | -25% |
| Returns for 5 years | 5.85 | 64.27 | 9% |
| Returns for 10 years | -5.56 | 88.41 | -6% |
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