Interact to see
Advertisement
Advertisement
JDPAX vs MVCAX
JDPAX vs MVCAX Comparison
Open Charts JDPAX vs MVCAX
Janus Henderson Mid Cap Value A
Price$15.45
Change-$0.40 (-2.52%)
VolumeN/A
Net Assets1.89B
JDPAX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDPAX vs. MVCAX commentary
May 23, 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 JDPAX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. JDPAX (1.89B). MVCAX pays higher dividends than JDPAX: MVCAX (0.93) vs JDPAX (0.53). JDPAX was incepted earlier than MVCAX: JDPAX (16 years) vs MVCAX (24 years). JDPAX (1.04) and MVCAX (1.00) have similar cost to investors . JDPAX is a more actively managed with annual turnover of: 37.00 vs. MVCAX (27.00). JDPAX (6%) and MVCAX (6%) have equivalent initial investment costs. MVCAX has a lower initial minimum investment than JDPAX: MVCAX (1000) vs JDPAX (2500). JDPAX (-7.43) and MVCAX (-7.69) have marching annual gain over last year. MVCAX return over 5 years is better than : 59.35 vs. JDPAX (23.30).
| JDPAX | MVCAX | JDPAX / MVCAX | |
| Total Expense Ratio | 1.04 | 0.99 | 105% |
| Annual Report Gross Expense Ratio | 1.04 | 1.00 | 104% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -2.769 | -2.934 | 94% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 17B | 11% |
| Annual Yield % from dividends | 0.53 | 0.93 | 57% |
| Returns for 1 year | -7.43 | -7.69 | 97% |
| Returns for 3 years | 0.56 | 7.58 | 7% |
| Returns for 5 years | 23.30 | 59.35 | 39% |
| Returns for 10 years | -19.69 | 51.03 | -39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FTSD | 90.30 | -0.07 | -0.08% |
| Franklin Short Duration US Govt ETF | |||
| IQDY | 31.51 | -0.12 | -0.38% |
| FlexShares Intl Qual Div Dynamic ETF | |||
| EWU | 39.43 | -0.18 | -0.45% |
| iShares MSCI United Kingdom ETF | |||
| ONEV | 127.16 | -2.31 | -1.79% |
| SPDR® Russell 1000 Low Vol Foc ETF | |||
| UGE | 18.91 | -0.43 | -2.23% |
| ProShares Ultra Consumer Staples | |||