JCMVX
Price
$33.15
Change
-$0.17 (-0.51%)
Updated
Aug 6 closing price
Net Assets
12.31B
MVCAX
Price
$31.19
Change
-$0.04 (-0.13%)
Updated
Aug 6 closing price
Net Assets
16.91B
Interact to see
Advertisement

JCMVX vs MVCAX

Header iconJCMVX vs MVCAX Comparison
Open Charts JCMVX vs MVCAXBanner chart's image
JPMorgan Mid Cap Value C
Price$33.15
Change-$0.17 (-0.51%)
VolumeN/A
Net Assets12.31B
MFS Mid Cap Value A
Price$31.19
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets16.91B
JCMVX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JCMVX vs. MVCAX commentary
Aug 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. JCMVX (12.3B). 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 : -1.59 vs. JCMVX (-2.90). MVCAX return over 5 years is better than : 46.66 vs. JCMVX (5.85).
JCMVXMVCAXJCMVX / MVCAX
Total Expense Ratio1.590.99161%
Annual Report Gross Expense Ratio1.701.00170%
Fund Existence24 years24 years-
Gain YTD1.0001.66260%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets12.3B16.9B73%
Annual Yield % from dividends0.140.8616%
Returns for 1 year-2.90-1.59182%
Returns for 3 years-5.4310.76-50%
Returns for 5 years5.8546.6613%
Returns for 10 years-5.5663.45-9%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
CGO11.690.09
+0.73%
Calamos Global Total Return Fund
NNOV27.830.11
+0.41%
Innovator Growth-100 Pwr Buffr ETF - Nov
IBMN26.74-0.01
-0.06%
iShares iBonds Dec 2025 Term Muni Bd ETF
FMNY25.88-0.06
-0.21%
First Trust New York High Inc Mncpl ETF
BOTZ33.60-0.33
-0.97%
Global X Robotics & Artfcl Intllgnc ETF