JCMVX
Price
$34.18
Change
+$0.13 (+0.38%)
Updated
Jul 25 closing price
Net Assets
12.69B
VMVIX
Price
$67.16
Change
+$0.44 (+0.66%)
Updated
Jul 25 closing price
Net Assets
30.57B
Interact to see
Advertisement

JCMVX vs VMVIX

Header iconJCMVX vs VMVIX Comparison
Open Charts JCMVX vs VMVIXBanner chart's image
JPMorgan Mid Cap Value C
Price$34.18
Change+$0.13 (+0.38%)
VolumeN/A
Net Assets12.69B
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
JCMVX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JCMVX vs. VMVIX commentary
Jul 27, 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 VMVIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. JCMVX (12.7B). VMVIX pays higher dividends than JCMVX: VMVIX (2.14) 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 : 9.75 vs. JCMVX (-1.68). VMVIX return over 5 years is better than : 71.74 vs. JCMVX (11.94).
JCMVXVMVIXJCMVX / VMVIX
Total Expense Ratio1.590.19837%
Annual Report Gross Expense Ratio1.700.19895%
Fund Existence24 years19 years-
Gain YTD3.6075.52265%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B30.6B42%
Annual Yield % from dividends0.142.147%
Returns for 1 year-1.689.75-17%
Returns for 3 years0.3228.141%
Returns for 5 years11.9471.7417%
Returns for 10 years-2.9193.04-3%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CMU3.250.02
+0.62%
MFS High Yield Municipal Trust
GAB5.960.02
+0.34%
Gabelli Equity Trust (The)
FBUF28.460.06
+0.21%
Fidelity Dynamic Buffered Equity ETF
CLOB50.74N/A
N/A
VanEck AA-BB CLO ETF
DTCR19.50-0.03
-0.15%
Global X Data Center & Dgtl Infrs ETF