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JMCVX vs MVCAX
JMCVX vs MVCAX Comparison
Open Charts JMCVX vs MVCAX
JMCVX vs MVCAX Comparison Chart in %
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JMCVX vs. MVCAX commentary
Sep 12, 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 JMCVX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JMCVX (1.97B). MVCAX pays higher dividends than JMCVX: MVCAX (1.08) vs JMCVX (0.59). JMCVX was incepted earlier than MVCAX: JMCVX (28 years) vs MVCAX (25 years). JMCVX (1.06) is less costly to investors than MVCAX (0.98). JMCVX is a more actively managed with annual turnover of: 31.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than JMCVX: MVCAX (1000) vs JMCVX (2500). MVCAX annual gain was more profitable for investors over the last year : 5.51 vs. JMCVX (1.33). MVCAX return over 5 years is better than : 15.15 vs. JMCVX (-1.94).
| JMCVX | MVCAX | JMCVX / MVCAX | |
| Total Expense Ratio | 1.06 | 0.97 | 109% |
| Annual Report Gross Expense Ratio | 1.06 | 0.98 | 108% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 10.245 | 12.903 | 79% |
| Front Load | N/A | 6% | - |
| 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 | 0.59 | 1.08 | 54% |
| Returns for 1 year | 1.33 | 5.51 | 24% |
| Returns for 3 years | 12.16 | 23.61 | 52% |
| Returns for 5 years | -1.94 | 15.15 | -13% |
| Returns for 10 years | 7.45 | 83.46 | 9% |
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