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JCMVX vs VMVAX
JCMVX vs VMVAX Comparison
Open Charts JCMVX vs VMVAX
JPMorgan Mid Cap Value C
Price$33.81
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets12.8B
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
JCMVX vs VMVAX Comparison Chart in %
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JCMVX vs. VMVAX commentary
Jul 06, 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: 29.9B vs. JCMVX (12.8B). VMVAX pays higher dividends than JCMVX: VMVAX (2.26) 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 : 12.14 vs. JCMVX (0.88). VMVAX return over 5 years is better than : 77.08 vs. JCMVX (14.56).
| 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 | 2.486 | 3.573 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 29.9B | 43% |
| Annual Yield % from dividends | 0.14 | 2.26 | 6% |
| Returns for 1 year | 0.88 | 12.14 | 7% |
| Returns for 3 years | 1.57 | 28.52 | 6% |
| Returns for 5 years | 14.56 | 77.08 | 19% |
| Returns for 10 years | -4.52 | 88.11 | -5% |
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