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JDPAX vs MVCAX
JDPAX vs MVCAX Comparison
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JDPAX vs MVCAX Comparison Chart in %
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JDPAX vs. MVCAX commentary
Sep 13, 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 JDPAX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JDPAX (1.97B). MVCAX pays higher dividends than JDPAX: MVCAX (1.08) vs JDPAX (0.44). JDPAX was incepted earlier than MVCAX: JDPAX (17 years) vs MVCAX (25 years). JDPAX (1.20) is less costly to investors than MVCAX (0.98). JDPAX is a more actively managed with annual turnover of: 31.00 vs. MVCAX (24.00). JDPAX (6%) and MVCAX (6%) have equivalent initial investment costs. MVCAX has a lower initial minimum investment than JDPAX: MVCAX (1000) vs JDPAX (2500). MVCAX annual gain was more profitable for investors over the last year : 5.51 vs. JDPAX (1.38). MVCAX return over 5 years is better than : 15.15 vs. JDPAX (-2.02).
| JDPAX | MVCAX | JDPAX / MVCAX | |
| Total Expense Ratio | 1.20 | 0.97 | 124% |
| Annual Report Gross Expense Ratio | 1.20 | 0.98 | 122% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 10.142 | 12.903 | 79% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 16.8B | 12% |
| Annual Yield % from dividends | 0.44 | 1.08 | 40% |
| Returns for 1 year | 1.38 | 5.51 | 25% |
| Returns for 3 years | 12.19 | 23.61 | 52% |
| Returns for 5 years | -2.02 | 15.15 | -13% |
| Returns for 10 years | 6.74 | 83.46 | 8% |
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