Interact to see
Advertisement
Advertisement
JAMVX vs MVCAX
JAMVX vs MVCAX Comparison
Open Charts JAMVX vs MVCAX
JAMVX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JAMVX vs. MVCAX commentary
Sep 20, 2026
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 JAMVX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JAMVX (120M). MVCAX pays higher dividends than JAMVX: MVCAX (1.08) vs JAMVX (0.78). JAMVX was incepted earlier than MVCAX: JAMVX (23 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than JAMVX (0.86). JAMVX is a more actively managed with annual turnover of: 40.00 vs. MVCAX (24.00). JAMVX has a lower initial minimum investment than MVCAX: JAMVX (0) vs MVCAX (1000). JAMVX annual gain was more profitable for investors over the last year : 7.27 vs. MVCAX (5.20). MVCAX return over 5 years is better than : 14.31 vs. JAMVX (9.14).
| JAMVX | MVCAX | JAMVX / MVCAX | |
| Total Expense Ratio | 0.83 | 0.97 | 86% |
| Annual Report Gross Expense Ratio | 0.86 | 0.98 | 88% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 5.419 | 11.573 | 47% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 16.8B | 1% |
| Annual Yield % from dividends | 0.78 | 1.08 | 72% |
| Returns for 1 year | 7.27 | 5.20 | 140% |
| Returns for 3 years | 18.31 | 22.28 | 82% |
| Returns for 5 years | 9.14 | 14.31 | 64% |
| Returns for 10 years | 34.22 | 80.94 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TRSAX | 105.28 | 0.67 | +0.64% |
| T. Rowe Price Growth Stock Adv | |||
| FGSLX | 67.67 | 0.40 | +0.59% |
| Fidelity Advisor Growth Strategies Z | |||
| EISGX | 15.98 | -0.04 | -0.25% |
| Eaton Vance Small-Cap I | |||
| PSMVX | 12.97 | -0.10 | -0.77% |
| Principal SmallCap Value II R6 | |||
| HWMIX | 71.93 | -1.01 | -1.38% |
| Hotchkis & Wiley Mid-Cap Value I | |||