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JCMVX vs VMVIX
JCMVX vs VMVIX Comparison
Open Charts JCMVX vs VMVIX
JPMorgan Mid Cap Value C
Price$34.22
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets12.5B
Vanguard Mid-Cap Value Index Investor
Price$68.04
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets31.04B
JCMVX vs VMVIX Comparison Chart in %
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JCMVX vs. VMVIX commentary
Aug 30, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. JCMVX (12.5B). VMVIX pays higher dividends than JCMVX: VMVIX (2.10) vs JCMVX (0.14). JCMVX was incepted earlier than VMVIX: JCMVX (24 years) vs VMVIX (19 years). JCMVX (1.70) is less costly to investors than VMVIX (0.19). JCMVX is a more actively managed with annual turnover of: 28.00 vs. VMVIX (19.00). JCMVX has a lower initial minimum investment than VMVIX: JCMVX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 6.28 vs. JCMVX (-6.05). VMVIX return over 5 years is better than : 66.55 vs. JCMVX (7.19).
| JCMVX | VMVIX | JCMVX / VMVIX | |
| Total Expense Ratio | 1.59 | 0.19 | 837% |
| Annual Report Gross Expense Ratio | 1.70 | 0.19 | 895% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 3.698 | 6.842 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 31B | 40% |
| Annual Yield % from dividends | 0.14 | 2.10 | 7% |
| Returns for 1 year | -6.05 | 6.28 | -96% |
| Returns for 3 years | -1.35 | 27.28 | -5% |
| Returns for 5 years | 7.19 | 66.55 | 11% |
| Returns for 10 years | 4.28 | 107.52 | 4% |
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