Interact to see
Advertisement
Advertisement
JCMVX vs MVCAX
JCMVX vs MVCAX Comparison
Open Charts JCMVX vs MVCAX
JPMorgan Mid Cap Value C
Price$33.81
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets12.8B
JCMVX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JCMVX vs. MVCAX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. JCMVX (12.8B). MVCAX pays higher dividends than JCMVX: MVCAX (0.87) 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 : 1.09 vs. JCMVX (0.88). MVCAX return over 5 years is better than : 60.39 vs. JCMVX (14.56).
| JCMVX | MVCAX | JCMVX / MVCAX | |
| Total Expense Ratio | 1.59 | 0.99 | 161% |
| Annual Report Gross Expense Ratio | 1.70 | 1.00 | 170% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 2.486 | 2.934 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 17.3B | 74% |
| Annual Yield % from dividends | 0.14 | 0.87 | 16% |
| Returns for 1 year | 0.88 | 1.09 | 80% |
| Returns for 3 years | 1.57 | 18.70 | 8% |
| Returns for 5 years | 14.56 | 60.39 | 24% |
| Returns for 10 years | -4.52 | 64.61 | -7% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TINT | 31.35 | 1.08 | +3.58% |
| ProShares Smart Materials ETF | |||
| FUNL | 44.22 | 0.21 | +0.49% |
| CornerCap Fundametrics® Lrg-Cap ETF FUNL | |||
| FMHI | 46.79 | 0.06 | +0.12% |
| First Trust Municipal High Income ETF | |||
| IGIB | 53.08 | N/A | N/A |
| iShares 5-10 Year invmt Grd Corp Bd ETF | |||
| XFEB | 33.96 | N/A | N/A |
| FT Vest US Eq Enh & Mod Buf ETF-Feb | |||