JCMVX
Price
$33.62
Change
-$0.23 (-0.68%)
Updated
Aug 15 closing price
Net Assets
12.36B
VMVIX
Price
$66.94
Change
-$0.25 (-0.37%)
Updated
Aug 15 closing price
Net Assets
31.04B
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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$33.62
Change-$0.23 (-0.68%)
VolumeN/A
Net Assets12.36B
Vanguard Mid-Cap Value Index Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
JCMVX vs VMVIX Comparison Chart in %
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JCMVX vs. VMVIX commentary
Aug 18, 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 Buy.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. JCMVX (12.4B). VMVIX pays higher dividends than JCMVX: VMVIX (2.10) 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 : 7.67 vs. JCMVX (-4.90). VMVIX return over 5 years is better than : 65.08 vs. JCMVX (5.57).
JCMVXVMVIXJCMVX / VMVIX
Total Expense Ratio1.590.19837%
Annual Report Gross Expense Ratio1.700.19895%
Fund Existence24 years19 years-
Gain YTD1.9105.17737%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets12.4B31B40%
Annual Yield % from dividends0.142.107%
Returns for 1 year-4.907.67-64%
Returns for 3 years-9.2617.46-53%
Returns for 5 years5.5765.089%
Returns for 10 years-6.1887.80-7%
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