Interact to see
Advertisement
Advertisement
JCMVX vs VMVAX
JCMVX vs VMVAX Comparison
Open Charts JCMVX vs VMVAX
JPMorgan Mid Cap Value C
Price$33.99
Change+$0.43 (+1.28%)
VolumeN/A
Net Assets12.26B
Vanguard Mid-Cap Value Index Admiral
Price$90.37
Change+$1.14 (+1.28%)
VolumeN/A
Net Assets32.03B
JCMVX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JCMVX vs. VMVAX commentary
Sep 29, 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. JCMVX (12.3B). VMVAX pays higher dividends than JCMVX: VMVAX (2.15) vs JCMVX (0.14). JCMVX was incepted earlier than VMVAX: JCMVX (24 years) vs VMVAX (14 years). JCMVX (1.70) is less costly to investors than VMVAX (0.07). JCMVX is a more actively managed with annual turnover of: 28.00 vs. VMVAX (19.00). JCMVX has a lower initial minimum investment than VMVAX: JCMVX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 4.84 vs. JCMVX (-8.11). VMVAX return over 5 years is better than : 77.27 vs. JCMVX (12.56).
| JCMVX | VMVAX | JCMVX / VMVAX | |
| Total Expense Ratio | 1.59 | 0.07 | 2,271% |
| Annual Report Gross Expense Ratio | 1.70 | 0.07 | 2,429% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 3.031 | 7.933 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 32B | 38% |
| Annual Yield % from dividends | 0.14 | 2.15 | 6% |
| Returns for 1 year | -8.11 | 4.84 | -168% |
| Returns for 3 years | 7.77 | 43.23 | 18% |
| Returns for 5 years | 12.56 | 77.27 | 16% |
| Returns for 10 years | 6.03 | 117.94 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement