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JCMVX vs MVCAX
JCMVX vs MVCAX Comparison
Open Charts JCMVX vs MVCAX
JCMVX vs MVCAX Comparison Chart in %
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JCMVX vs. MVCAX commentary
Jun 24, 2026
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: 17.1B vs. JCMVX (11.1B). MVCAX pays higher dividends than JCMVX: MVCAX (1.16) vs JCMVX (0.27). JCMVX was incepted earlier than MVCAX: JCMVX (25 years) vs MVCAX (25 years). JCMVX (1.71) is less costly to investors than MVCAX (0.98). JCMVX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (24.00). JCMVX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 11.29 vs. JCMVX (-6.21). MVCAX return over 5 years is better than : 14.75 vs. JCMVX (-25.94).
| JCMVX | MVCAX | JCMVX / MVCAX | |
| Total Expense Ratio | 1.59 | 0.97 | 164% |
| Annual Report Gross Expense Ratio | 1.71 | 0.98 | 174% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 8.489 | 10.210 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 17.1B | 65% |
| Annual Yield % from dividends | 0.27 | 1.16 | 24% |
| Returns for 1 year | -6.21 | 11.29 | -55% |
| Returns for 3 years | -1.65 | 23.67 | -7% |
| Returns for 5 years | -25.94 | 14.75 | -176% |
| Returns for 10 years | -6.84 | 87.51 | -8% |
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