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FLMVX vs MVCAX
FLMVX vs MVCAX Comparison
Open Charts FLMVX vs MVCAX
JPMorgan Mid Cap Value L
Price$37.84
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets12.75B
FLMVX vs MVCAX Comparison Chart in %
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FLMVX vs. MVCAX commentary
Jul 04, 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 FLMVX is a StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. FLMVX (12.7B). FLMVX pays higher dividends than MVCAX: FLMVX (0.94) vs MVCAX (0.87). FLMVX was incepted earlier than MVCAX: FLMVX (28 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FLMVX (0.79). FLMVX (28.00) and MVCAX (27.00) have comparable annual turnover. MVCAX has a lower initial minimum investment than FLMVX: MVCAX (1000) vs FLMVX (3000000). FLMVX annual gain was more profitable for investors over the last year : 2.58 vs. MVCAX (0.71). MVCAX return over 5 years is better than : 59.79 vs. FLMVX (23.42).
| FLMVX | MVCAX | FLMVX / MVCAX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.79 | 1.00 | 79% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 2.558 | 2.542 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000000 | 1000 | 300,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 17.3B | 73% |
| Annual Yield % from dividends | 0.94 | 0.87 | 108% |
| Returns for 1 year | 2.58 | 0.71 | 365% |
| Returns for 3 years | 5.61 | 18.25 | 31% |
| Returns for 5 years | 23.42 | 59.79 | 39% |
| Returns for 10 years | 7.85 | 63.98 | 12% |
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