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JCMVX vs VMVIX
JCMVX vs VMVIX Comparison
Open Charts JCMVX vs VMVIX
JPMorgan Mid Cap Value C
Price$33.89
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets13.41B
Vanguard Mid-Cap Value Index Investor
Price$65.44
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets30.1B
JCMVX vs VMVIX Comparison Chart
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JCMVX vs. VMVIX commentary
Jan 19, 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: 30.1B vs. JCMVX (13.4B). 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 : 17.92 vs. JCMVX (6.01). VMVIX return over 5 years is better than : 38.27 vs. JCMVX (-8.98).
| 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 | 2.728 | 2.748 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 30.1B | 45% |
| Annual Yield % from dividends | 0.46 | 2.03 | 23% |
| Returns for 1 year | 6.01 | 17.92 | 34% |
| Returns for 3 years | -11.59 | 11.63 | -100% |
| Returns for 5 years | -8.98 | 38.27 | -23% |
| Returns for 10 years | -0.74 | 93.54 | -1% |
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