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JCMVX vs VMVIX
JCMVX vs VMVIX Comparison
Open Charts JCMVX vs VMVIX
JPMorgan Mid Cap Value C
Price$33.81
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets12.8B
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
JCMVX vs VMVIX Comparison Chart in %
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JCMVX vs. VMVIX commentary
Jul 06, 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: 29.9B vs. JCMVX (12.8B). VMVIX pays higher dividends than JCMVX: VMVIX (2.14) 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 : 12.13 vs. JCMVX (0.88). VMVIX return over 5 years is better than : 76.99 vs. JCMVX (14.56).
| 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 | 2.486 | 3.574 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 29.9B | 43% |
| Annual Yield % from dividends | 0.14 | 2.14 | 7% |
| Returns for 1 year | 0.88 | 12.13 | 7% |
| Returns for 3 years | 1.57 | 28.47 | 6% |
| Returns for 5 years | 14.56 | 76.99 | 19% |
| Returns for 10 years | -4.52 | 88.04 | -5% |
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