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JCMVX vs MVCAX
JCMVX vs MVCAX Comparison
Open Charts JCMVX vs MVCAX
JPMorgan Mid Cap Value C
Price$33.34
Change+$0.06 (+0.18%)
VolumeN/A
Net Assets11.67B
JCMVX vs MVCAX Comparison Chart in %
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JCMVX vs. MVCAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. JCMVX (11.7B). MVCAX pays higher dividends than JCMVX: MVCAX (0.85) vs JCMVX (0.14). JCMVX was incepted earlier than MVCAX: JCMVX (25 years) vs MVCAX (24 years). JCMVX (1.70) is less costly to investors than MVCAX (1.00). JCMVX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (27.00). JCMVX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -10.74 vs. JCMVX (-13.15). MVCAX return over 5 years is better than : 32.02 vs. JCMVX (-5.55).
| JCMVX | MVCAX | JCMVX / MVCAX | |
| Total Expense Ratio | 1.59 | 0.99 | 161% |
| Annual Report Gross Expense Ratio | 1.70 | 1.00 | 170% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 1.061 | 1.825 | 58% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 16.4B | 71% |
| Annual Yield % from dividends | 0.14 | 0.85 | 17% |
| Returns for 1 year | -13.15 | -10.74 | 122% |
| Returns for 3 years | -5.77 | 9.71 | -59% |
| Returns for 5 years | -5.55 | 32.02 | -17% |
| Returns for 10 years | -2.63 | 66.32 | -4% |
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