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JCMVX vs VMVIX
JCMVX vs VMVIX Comparison
Open Charts JCMVX vs VMVIX
JPMorgan Mid Cap Value C
Price$32.74
Change-$0.96 (-2.85%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$63.51
Change-$1.88 (-2.88%)
VolumeN/A
CapitalizationN/A
JCMVX vs VMVIX Comparison Chart
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JCMVX vs. VMVIX commentary
Dec 19, 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 Hold and VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. JCMVX (13.5B). VMVIX pays higher dividends than JCMVX: VMVIX (2.03) vs JCMVX (0.46). JCMVX was incepted earlier than VMVIX: JCMVX (24 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 : 15.40 vs. JCMVX (4.24). VMVIX return over 5 years is better than : 40.88 vs. JCMVX (-8.14).
| JCMVX | VMVIX | JCMVX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 3.248 | 14.787 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 32.8B | 41% |
| Annual Yield % from dividends | 0.46 | 2.03 | 23% |
| Returns for 1 year | 4.24 | 15.40 | 28% |
| Returns for 3 years | -8.50 | 14.45 | -59% |
| Returns for 5 years | -8.14 | 40.88 | -20% |
| Returns for 10 years | -3.21 | 89.09 | -4% |
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