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JCMVX vs VMVIX
JCMVX vs VMVIX Comparison
Open Charts JCMVX vs VMVIX
JPMorgan Mid Cap Value C
Price$33.27
Change-$0.52 (-1.54%)
VolumeN/A
Net Assets13.3B
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
JCMVX vs VMVIX Comparison Chart
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JCMVX vs. VMVIX commentary
Feb 22, 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. JCMVX (13.3B). VMVIX pays higher dividends than JCMVX: VMVIX (2.03) vs JCMVX (0.46). JCMVX was incepted earlier than VMVIX: JCMVX (24 years) vs VMVIX (19 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 : 14.52 vs. JCMVX (1.72). VMVIX return over 5 years is better than : 40.12 vs. JCMVX (-8.12).
| JCMVX | VMVIX | JCMVX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 2.758 | 3.172 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 30.9B | 43% |
| Annual Yield % from dividends | 0.46 | 2.03 | 23% |
| Returns for 1 year | 1.72 | 14.52 | 12% |
| Returns for 3 years | -8.87 | 15.59 | -57% |
| Returns for 5 years | -8.12 | 40.12 | -20% |
| Returns for 10 years | -5.91 | 83.46 | -7% |
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