JMVIX
Price
$15.47
Change
-$0.40 (-2.52%)
Updated
May 21 closing price
Net Assets
1.89B
MVCAX
Price
$29.78
Change
-$0.72 (-2.36%)
Updated
May 21 closing price
Net Assets
17B
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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$15.47
Change-$0.40 (-2.52%)
VolumeN/A
Net Assets1.89B
MFS Mid Cap Value A
Price$29.78
Change-$0.72 (-2.36%)
VolumeN/A
Net Assets17B
JMVIX vs MVCAX Comparison Chart
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JMVIX vs. MVCAX commentary
May 22, 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 Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. JMVIX (1.89B). MVCAX pays higher dividends than JMVIX: MVCAX (0.93) vs JMVIX (0.39). 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). JMVIX (-7.49) and MVCAX (-7.69) have marching annual gain over last year. MVCAX return over 5 years is better than : 59.35 vs. JMVIX (22.82).
JMVIXMVCAXJMVIX / MVCAX
Total Expense Ratio1.140.99115%
Annual Report Gross Expense Ratio1.141.00114%
Fund Existence16 years24 years-
Gain YTD-2.827-2.93496%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets1.89B17B11%
Annual Yield % from dividends0.390.9342%
Returns for 1 year-7.49-7.6997%
Returns for 3 years0.357.585%
Returns for 5 years22.8259.3538%
Returns for 10 years-20.2151.03-40%
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