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JCMVX vs MVCAX
JCMVX vs MVCAX Comparison
Open Charts JCMVX vs MVCAX
JPMorgan Mid Cap Value C
Price$31.91
Change-$0.09 (-0.28%)
VolumeN/A
Net Assets12.3B
JCMVX vs MVCAX Comparison Chart
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JCMVX vs. MVCAX commentary
May 10, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.5B vs. JCMVX (12.3B). MVCAX pays higher dividends than JCMVX: MVCAX (0.93) vs JCMVX (0.15). 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. JCMVX (-7.77) and MVCAX (-8.00) have marching annual gain over last year. MVCAX return over 5 years is better than : 58.65 vs. JCMVX (14.10).
| 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 | -3.001 | -4.009 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 16.5B | 75% |
| Annual Yield % from dividends | 0.15 | 0.93 | 16% |
| Returns for 1 year | -7.77 | -8.00 | 97% |
| Returns for 3 years | -8.58 | 6.24 | -138% |
| Returns for 5 years | 14.10 | 58.65 | 24% |
| Returns for 10 years | -10.13 | 51.66 | -20% |
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