JMVIX
Price
$16.56
Change
-$0.06 (-0.36%)
Updated
Jul 28 closing price
Net Assets
1.98B
MVCAX
Price
$31.68
Change
-$0.17 (-0.53%)
Updated
Jul 28 closing price
Net Assets
17.3B
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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$16.56
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets1.98B
MFS Mid Cap Value A
Price$31.68
Change-$0.17 (-0.53%)
VolumeN/A
Net Assets17.3B
JMVIX vs MVCAX Comparison Chart in %
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JMVIX vs. MVCAX commentary
Jul 29, 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 Hold and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. JMVIX (1.98B). MVCAX pays higher dividends than JMVIX: MVCAX (0.87) vs JMVIX (0.36). 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 annual gain was more profitable for investors over the last year : -2.98 vs. MVCAX (-3.47). MVCAX return over 5 years is better than : 52.31 vs. JMVIX (23.63).
JMVIXMVCAXJMVIX / MVCAX
Total Expense Ratio1.140.99115%
Annual Report Gross Expense Ratio1.141.00114%
Fund Existence16 years24 years-
Gain YTD4.3973.814115%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets1.98B17.3B11%
Annual Yield % from dividends0.360.8742%
Returns for 1 year-2.98-3.4786%
Returns for 3 years5.7912.1348%
Returns for 5 years23.6352.3145%
Returns for 10 years-12.7965.45-20%
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