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JCMVX vs VMVIX
JCMVX vs VMVIX Comparison
Open Charts JCMVX vs VMVIX
JPMorgan Mid Cap Value C
Price$30.77
Change+$1.99 (+6.91%)
VolumeN/A
Net Assets11.19B
Vanguard Mid-Cap Value Index Investor
Price$59.75
Change+$3.87 (+6.93%)
VolumeN/A
Net Assets29.86B
JCMVX vs VMVIX Comparison Chart
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JCMVX vs. VMVIX commentary
Apr 11, 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 Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. JCMVX (11.2B). VMVIX pays higher dividends than JCMVX: VMVIX (2.20) vs JCMVX (0.15). 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 (22.00). 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 : -7.75 vs. JCMVX (-17.62). VMVIX return over 5 years is better than : 58.29 vs. JCMVX (2.59).
| 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 | -12.761 | -12.212 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 29.9B | 37% |
| Annual Yield % from dividends | 0.15 | 2.20 | 7% |
| Returns for 1 year | -17.62 | -7.75 | 227% |
| Returns for 3 years | -23.06 | -4.40 | 524% |
| Returns for 5 years | 2.59 | 58.29 | 4% |
| Returns for 10 years | -20.28 | 55.55 | -37% |
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