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JCMVX vs VMVIX
JCMVX vs VMVIX Comparison
Open Charts JCMVX vs VMVIX
JPMorgan Mid Cap Value C
Price$29.09
Change-$4.71 (-13.93%)
VolumeN/A
Net Assets11.37B
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
JCMVX vs VMVIX Comparison Chart in %
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JCMVX 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 JCMVX is a Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. JCMVX (11.4B). VMVIX pays higher dividends than JCMVX: VMVIX (1.90) vs JCMVX (0.28). 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 : 13.54 vs. JCMVX (-13.43). VMVIX return over 5 years is better than : 52.64 vs. JCMVX (-18.57).
| 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 | 4.191 | 5.515 | 76% |
| Front Load | N/A | 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 | 0.28 | 1.90 | 15% |
| Returns for 1 year | -13.43 | 13.54 | -99% |
| Returns for 3 years | -12.90 | 29.32 | -44% |
| Returns for 5 years | -18.57 | 52.64 | -35% |
| Returns for 10 years | -1.07 | 142.71 | -1% |
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