JMVIX
Price
$15.82
Change
+$0.16 (+1.02%)
Updated
Apr 2 closing price
Net Assets
2.07B
MVCAX
Price
$30.26
Change
+$0.36 (+1.20%)
Updated
Apr 2 closing price
Net Assets
16.77B
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JMVIX vs MVCAX

Header iconJMVIX vs MVCAX Comparison
Open Charts JMVIX vs MVCAXBanner chart's image
Janus Henderson Mid Cap Value S
Price$15.82
Change+$0.16 (+1.02%)
VolumeN/A
Net Assets2.07B
MFS Mid Cap Value A
Price$30.26
Change+$0.36 (+1.20%)
VolumeN/A
Net Assets16.77B
JMVIX vs MVCAX Comparison Chart
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VS
JMVIX vs. MVCAX commentary
Apr 03, 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 JMVIX is a Buy and MVCAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JMVIX (2.07B). MVCAX pays higher dividends than JMVIX: MVCAX (0.90) vs JMVIX (0.37). JMVIX was incepted earlier than MVCAX: JMVIX (16 years) vs MVCAX (24 years). JMVIX (1.14) is less costly to investors than MVCAX (1.00). JMVIX is a more actively managed with annual turnover of: 37.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than JMVIX: MVCAX (1000) vs JMVIX (2500). MVCAX annual gain was more profitable for investors over the last year : -4.35 vs. JMVIX (-4.65). MVCAX return over 5 years is better than : 96.65 vs. JMVIX (49.79).
JMVIXMVCAXJMVIX / MVCAX
Total Expense Ratio1.140.99115%
Annual Report Gross Expense Ratio1.141.00114%
Fund Existence16 years24 years-
Gain YTD-0.628-1.36946%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets2.07B16.8B12%
Annual Yield % from dividends0.370.9042%
Returns for 1 year-4.65-4.35107%
Returns for 3 years-4.890.31-1,593%
Returns for 5 years49.7996.6552%
Returns for 10 years-17.2756.43-31%
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