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JCMVX vs VMVIX
JCMVX vs VMVIX Comparison
Open Charts JCMVX vs VMVIX
JPMorgan Mid Cap Value C
Price$28.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.56B
Vanguard Mid-Cap Value Index Investor
Price$70.65
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets32.63B
JCMVX vs VMVIX Comparison Chart in %
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JCMVX vs. VMVIX commentary
Dec 28, 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 Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B vs. JCMVX (11.6B). VMVIX pays higher dividends than JCMVX: VMVIX (2.02) vs JCMVX (0.14). JCMVX was incepted earlier than VMVIX: JCMVX (25 years) vs VMVIX (19 years). JCMVX (1.71) is less costly to investors than VMVIX (0.19). JCMVX is a more actively managed with annual turnover of: 39.00 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 : 9.62 vs. JCMVX (-15.52). VMVIX return over 5 years is better than : 53.90 vs. JCMVX (-16.64).
| JCMVX | VMVIX | JCMVX / VMVIX | |
| Total Expense Ratio | 1.59 | 0.19 | 837% |
| Annual Report Gross Expense Ratio | 1.71 | 0.19 | 900% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | -14.338 | 11.036 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 32.6B | 36% |
| Annual Yield % from dividends | 0.14 | 2.02 | 7% |
| Returns for 1 year | -15.52 | 9.62 | -161% |
| Returns for 3 years | -9.55 | 32.94 | -29% |
| Returns for 5 years | -16.64 | 53.90 | -31% |
| Returns for 10 years | -12.22 | 109.15 | -11% |
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