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JMVPX vs MVCAX
JMVPX vs MVCAX Comparison
Open Charts JMVPX vs MVCAX
JPMorgan Mid Cap Value R3
Price$34.58
Change-$1.02 (-2.87%)
VolumeN/A
CapitalizationN/A
JMVPX vs MVCAX Comparison Chart
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JMVPX vs. MVCAX commentary
Dec 19, 2024
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 JMVPX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. JMVPX (13.5B). MVCAX pays higher dividends than JMVPX: MVCAX (1.16) vs JMVPX (0.89). JMVPX was incepted earlier than MVCAX: JMVPX (8 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. JMVPX (12.00). JMVPX has a lower initial minimum investment than MVCAX: JMVPX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 7.20 vs. JMVPX (5.34). MVCAX return over 5 years is better than : 32.46 vs. JMVPX (-4.43).
| JMVPX | MVCAX | JMVPX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 4.338 | 5.872 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 17.5B | 77% |
| Annual Yield % from dividends | 0.89 | 1.16 | 77% |
| Returns for 1 year | 5.34 | 7.20 | 74% |
| Returns for 3 years | -6.55 | 5.74 | -114% |
| Returns for 5 years | -4.43 | 32.46 | -14% |
| Returns for 10 years | N/A | 68.25 | - |
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