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FLMVX vs MVCAX
FLMVX vs MVCAX Comparison
Open Charts FLMVX vs MVCAX
JPMorgan Mid Cap Value L
Price$35.66
Change-$0.10 (-0.28%)
VolumeN/A
Net Assets12.26B
FLMVX vs MVCAX Comparison Chart
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FLMVX vs. MVCAX commentary
May 12, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.5B vs. FLMVX (12.3B). FLMVX pays higher dividends than MVCAX: FLMVX (0.98) vs MVCAX (0.93). 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 : -6.10 vs. MVCAX (-8.04). MVCAX return over 5 years is better than : 58.60 vs. FLMVX (23.10).
| 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 | -2.966 | -4.042 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000000 | 1000 | 300,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 16.5B | 75% |
| Annual Yield % from dividends | 0.98 | 0.93 | 105% |
| Returns for 1 year | -6.10 | -8.04 | 76% |
| Returns for 3 years | -4.84 | 6.20 | -78% |
| Returns for 5 years | 23.10 | 58.60 | 39% |
| Returns for 10 years | 1.62 | 51.61 | 3% |
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