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JCMVX vs VMVIX
JCMVX vs VMVIX Comparison
Open Charts JCMVX vs VMVIX
JPMorgan Mid Cap Value C
Price$31.91
Change-$0.09 (-0.28%)
VolumeN/A
Net Assets12.3B
Vanguard Mid-Cap Value Index Investor
Price$62.67
Change+$0.09 (+0.14%)
VolumeN/A
Net Assets29.07B
JCMVX vs VMVIX Comparison Chart
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JCMVX vs. VMVIX commentary
May 10, 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: 29.1B vs. JCMVX (12.3B). VMVIX pays higher dividends than JCMVX: VMVIX (2.27) 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 (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 : 3.50 vs. JCMVX (-7.77). VMVIX return over 5 years is better than : 76.33 vs. JCMVX (14.10).
| 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 | -3.001 | -1.686 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 29.1B | 42% |
| Annual Yield % from dividends | 0.15 | 2.27 | 7% |
| Returns for 1 year | -7.77 | 3.50 | -222% |
| Returns for 3 years | -8.58 | 15.54 | -55% |
| Returns for 5 years | 14.10 | 76.33 | 18% |
| Returns for 10 years | -10.13 | 75.55 | -13% |
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