Interact to see
Advertisement
Advertisement
JAMCX vs VMVIX
JAMCX vs VMVIX Comparison
Open Charts JAMCX vs VMVIX
JPMorgan Mid Cap Value A
Price$31.57
Change-$4.65 (-12.84%)
VolumeN/A
Net Assets11.36B
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
JAMCX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JAMCX vs. VMVIX commentary
Feb 04, 2026
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 JAMCX is a Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. JAMCX (11.4B). VMVIX pays higher dividends than JAMCX: VMVIX (1.90) vs JAMCX (0.64). JAMCX was incepted earlier than VMVIX: JAMCX (25 years) vs VMVIX (19 years). JAMCX (1.21) is less costly to investors than VMVIX (0.19). JAMCX is a more actively managed with annual turnover of: 39.00 vs. VMVIX (19.00). JAMCX has a lower initial minimum investment than VMVIX: JAMCX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 13.54 vs. JAMCX (-11.66). VMVIX return over 5 years is better than : 52.64 vs. JAMCX (-13.73).
| JAMCX | VMVIX | JAMCX / VMVIX | |
| Total Expense Ratio | 1.09 | 0.19 | 574% |
| Annual Report Gross Expense Ratio | 1.21 | 0.19 | 637% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 4.260 | 5.515 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 33.2B | 34% |
| Annual Yield % from dividends | 0.64 | 1.90 | 34% |
| Returns for 1 year | -11.66 | 13.54 | -86% |
| Returns for 3 years | -9.29 | 29.32 | -32% |
| Returns for 5 years | -13.73 | 52.64 | -26% |
| Returns for 10 years | 8.16 | 142.71 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers