JCMVX
Price
$34.22
Change
+$0.01 (+0.03%)
Updated
Aug 29 closing price
Net Assets
12.5B
MVCAX
Price
$32.33
Change
-$0.01 (-0.03%)
Updated
Aug 29 closing price
Net Assets
17.32B
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JCMVX vs MVCAX

Header iconJCMVX vs MVCAX Comparison
Open Charts JCMVX vs MVCAXBanner chart's image
JPMorgan Mid Cap Value C
Price$34.22
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets12.5B
MFS Mid Cap Value A
Price$32.33
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets17.32B
JCMVX vs MVCAX Comparison Chart in %
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JCMVX vs. MVCAX commentary
Aug 30, 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 StrongBuy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. JCMVX (12.5B). MVCAX pays higher dividends than JCMVX: MVCAX (0.86) vs JCMVX (0.14). JCMVX was incepted earlier than MVCAX: JCMVX (24 years) vs MVCAX (24 years). JCMVX (1.70) is less costly to investors than MVCAX (1.00). JCMVX (28.00) and MVCAX (27.00) have comparable annual turnover. JCMVX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -4.00 vs. JCMVX (-6.05). MVCAX return over 5 years is better than : 50.57 vs. JCMVX (7.19).
JCMVXMVCAXJCMVX / MVCAX
Total Expense Ratio1.590.99161%
Annual Report Gross Expense Ratio1.701.00170%
Fund Existence24 years24 years-
Gain YTD3.6985.41168%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets12.5B17.3B72%
Annual Yield % from dividends0.140.8616%
Returns for 1 year-6.05-4.00151%
Returns for 3 years-1.3516.05-8%
Returns for 5 years7.1950.5714%
Returns for 10 years4.2880.355%
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