JCMVX
Price
$33.15
Change
-$0.17 (-0.51%)
Updated
Aug 6 closing price
Net Assets
12.31B
VMVIX
Price
$65.77
Change
-$0.21 (-0.32%)
Updated
Aug 6 closing price
Net Assets
31.04B
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JCMVX vs VMVIX

Header iconJCMVX vs VMVIX Comparison
Open Charts JCMVX vs VMVIXBanner chart's image
JPMorgan Mid Cap Value C
Price$33.15
Change-$0.17 (-0.51%)
VolumeN/A
Net Assets12.31B
Vanguard Mid-Cap Value Index Investor
Price$65.77
Change-$0.21 (-0.32%)
VolumeN/A
Net Assets31.04B
JCMVX vs VMVIX Comparison Chart in %
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JCMVX vs. VMVIX commentary
Aug 07, 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 Hold.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. JCMVX (12.3B). VMVIX pays higher dividends than JCMVX: VMVIX (2.10) 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 : 9.26 vs. JCMVX (-2.90). VMVIX return over 5 years is better than : 64.19 vs. JCMVX (5.85).
JCMVXVMVIXJCMVX / VMVIX
Total Expense Ratio1.590.19837%
Annual Report Gross Expense Ratio1.700.19895%
Fund Existence24 years19 years-
Gain YTD1.0003.66827%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets12.3B31B40%
Annual Yield % from dividends0.142.107%
Returns for 1 year-2.909.26-31%
Returns for 3 years-5.4322.03-25%
Returns for 5 years5.8564.199%
Returns for 10 years-5.5688.37-6%
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