JCMVX
Price
$33.81
Change
+$0.13 (+0.39%)
Updated
Jul 3 closing price
Net Assets
12.8B
VMVIX
Price
$65.92
Change
+$0.16 (+0.24%)
Updated
Jul 3 closing price
Net Assets
29.95B
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JCMVX vs VMVIX

Header iconJCMVX vs VMVIX Comparison
Open Charts JCMVX vs VMVIXBanner chart's image
JPMorgan Mid Cap Value C
Price$33.81
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets12.8B
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
JCMVX vs VMVIX Comparison Chart in %
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JCMVX vs. VMVIX 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 VMVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. JCMVX (12.8B). 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 : 12.13 vs. JCMVX (0.88). VMVIX return over 5 years is better than : 76.99 vs. JCMVX (14.56).
JCMVXVMVIXJCMVX / VMVIX
Total Expense Ratio1.590.19837%
Annual Report Gross Expense Ratio1.700.19895%
Fund Existence24 years19 years-
Gain YTD2.4863.57470%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets12.8B29.9B43%
Annual Yield % from dividends0.142.147%
Returns for 1 year0.8812.137%
Returns for 3 years1.5728.476%
Returns for 5 years14.5676.9919%
Returns for 10 years-4.5288.04-5%
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