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FLMVX vs MVCAX
FLMVX vs MVCAX Comparison
Open Charts FLMVX vs MVCAX
JPMorgan Mid Cap Value L
Price$36.08
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets12.36B
FLMVX vs MVCAX Comparison Chart
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FLMVX vs. MVCAX commentary
Jun 03, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.7B vs. FLMVX (12.4B). FLMVX pays higher dividends than MVCAX: FLMVX (0.96) vs MVCAX (0.89). 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 : -4.21 vs. MVCAX (-6.19). MVCAX return over 5 years is better than : 45.35 vs. FLMVX (12.82).
| 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 | -1.497 | -2.119 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000000 | 1000 | 300,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 16.7B | 74% |
| Annual Yield % from dividends | 0.96 | 0.89 | 107% |
| Returns for 1 year | -4.21 | -6.19 | 68% |
| Returns for 3 years | -7.06 | 2.40 | -294% |
| Returns for 5 years | 12.82 | 45.35 | 28% |
| Returns for 10 years | 2.78 | 54.35 | 5% |
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