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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
Jul 28, 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 Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. JCMVX (11.1B). MVCAX pays higher dividends than JCMVX: MVCAX (1.11) vs JCMVX (0.26). 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 : 9.23 vs. JCMVX (-8.28). MVCAX return over 5 years is better than : 18.46 vs. JCMVX (-24.27).
| 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 | 11.891 | 14.267 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 17.4B | 64% |
| Annual Yield % from dividends | 0.26 | 1.11 | 24% |
| Returns for 1 year | -8.28 | 9.23 | -90% |
| Returns for 3 years | -5.12 | 19.51 | -26% |
| Returns for 5 years | -24.27 | 18.46 | -131% |
| Returns for 10 years | -8.97 | 82.05 | -11% |
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