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JCMVX vs MVCAX
JCMVX vs MVCAX Comparison
Open Charts JCMVX vs MVCAX
JPMorgan Mid Cap Value C
Price$32.74
Change-$0.96 (-2.85%)
VolumeN/A
CapitalizationN/A
JCMVX vs MVCAX Comparison Chart
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JCMVX vs. MVCAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. JCMVX (13.5B). 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 : 7.20 vs. JCMVX (4.24). MVCAX return over 5 years is better than : 32.46 vs. JCMVX (-8.14).
| 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 | 3.248 | 5.872 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 17.5B | 77% |
| Annual Yield % from dividends | 0.46 | 1.16 | 40% |
| Returns for 1 year | 4.24 | 7.20 | 59% |
| Returns for 3 years | -8.50 | 5.74 | -148% |
| Returns for 5 years | -8.14 | 32.46 | -25% |
| Returns for 10 years | -3.21 | 68.25 | -5% |
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