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JCMVX vs VMVAX
JCMVX vs VMVAX Comparison
Open Charts JCMVX vs VMVAX
JPMorgan Mid Cap Value C
Price$33.40
Change+$0.25 (+0.75%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$84.74
Change+$0.61 (+0.73%)
VolumeN/A
CapitalizationN/A
JCMVX vs VMVAX Comparison Chart
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JCMVX vs. VMVAX commentary
Dec 26, 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 JCMVX is a Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. JCMVX (13.2B). VMVAX pays higher dividends than JCMVX: VMVAX (2.14) vs JCMVX (0.46). JCMVX was incepted earlier than VMVAX: JCMVX (24 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. JCMVX (12.00). 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 : 13.86 vs. JCMVX (2.93). VMVAX return over 5 years is better than : 38.79 vs. JCMVX (-9.31).
| JCMVX | VMVAX | JCMVX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 2.493 | 13.158 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 32.8B | 40% |
| Annual Yield % from dividends | 0.46 | 2.14 | 22% |
| Returns for 1 year | 2.93 | 13.86 | 21% |
| Returns for 3 years | -10.48 | 11.94 | -88% |
| Returns for 5 years | -9.31 | 38.79 | -24% |
| Returns for 10 years | -5.07 | 84.23 | -6% |
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