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JCMVX vs MVCAX
JCMVX vs MVCAX Comparison
Open Charts JCMVX vs MVCAX
JPMorgan Mid Cap Value C
Price$33.27
Change-$0.52 (-1.54%)
VolumeN/A
Net Assets13.3B
JCMVX vs MVCAX Comparison Chart
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JCMVX vs. MVCAX commentary
Feb 22, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. JCMVX (13.3B). MVCAX pays higher dividends than JCMVX: MVCAX (1.16) vs JCMVX (0.46). JCMVX was incepted earlier than MVCAX: JCMVX (24 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. JCMVX (12.00). JCMVX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 4.05 vs. JCMVX (1.72). MVCAX return over 5 years is better than : 30.60 vs. JCMVX (-8.12).
| JCMVX | MVCAX | JCMVX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 2.758 | 2.249 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 17.7B | 75% |
| Annual Yield % from dividends | 0.46 | 1.16 | 40% |
| Returns for 1 year | 1.72 | 4.05 | 42% |
| Returns for 3 years | -8.87 | 4.80 | -185% |
| Returns for 5 years | -8.12 | 30.60 | -27% |
| Returns for 10 years | -5.91 | 63.59 | -9% |
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