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JCMVX vs VMVIX
JCMVX vs VMVIX Comparison
Open Charts JCMVX vs VMVIX
JPMorgan Mid Cap Value C
Price$36.90
Change-$0.17 (-0.46%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$65.48
Change-$0.28 (-0.43%)
VolumeN/A
CapitalizationN/A
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JCMVX vs VMVIX Comparison Chart
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JCMVX vs. VMVIX commentary
Sep 21, 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 VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.5B vs. JCMVX (13.9B). VMVIX pays higher dividends than JCMVX: VMVIX (2.03) vs JCMVX (0.46). JCMVX was incepted earlier than VMVIX: JCMVX (23 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. JCMVX (12.00). 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 : 21.83 vs. JCMVX (16.17). VMVIX return over 5 years is better than : 47.93 vs. JCMVX (0.99).
| JCMVX | VMVIX | JCMVX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 12.224 | 14.287 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 30.5B | 46% |
| Annual Yield % from dividends | 0.46 | 2.03 | 23% |
| Returns for 1 year | 16.17 | 21.83 | 74% |
| Returns for 3 years | -11.15 | 17.59 | -63% |
| Returns for 5 years | 0.99 | 47.93 | 2% |
| Returns for 10 years | 2.68 | 96.48 | 3% |
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