Interact to see
Advertisement
Advertisement
JMVPX vs MVCAX
JMVPX vs MVCAX Comparison
Open Charts JMVPX vs MVCAX
JPMorgan Mid Cap Value R3
Price$33.88
Change-$0.46 (-1.34%)
VolumeN/A
Net Assets12.41B
JMVPX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVPX vs. MVCAX commentary
Jun 15, 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 JMVPX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. JMVPX (12.4B). MVCAX pays higher dividends than JMVPX: MVCAX (0.89) vs JMVPX (0.66). JMVPX was incepted earlier than MVCAX: JMVPX (9 years) vs MVCAX (24 years). JMVPX (1.19) is less costly to investors than MVCAX (1.00). JMVPX (28.00) and MVCAX (27.00) have comparable annual turnover. JMVPX has a lower initial minimum investment than MVCAX: JMVPX (0) vs MVCAX (1000). JMVPX annual gain was more profitable for investors over the last year : -2.62 vs. MVCAX (-4.53). MVCAX return over 5 years is better than : 51.98 vs. JMVPX (14.42).
| JMVPX | MVCAX | JMVPX / MVCAX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.19 | 1.00 | 119% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -0.895 | -2.086 | 43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 16.6B | 75% |
| Annual Yield % from dividends | 0.66 | 0.89 | 73% |
| Returns for 1 year | -2.62 | -4.53 | 58% |
| Returns for 3 years | 0.73 | 13.00 | 6% |
| Returns for 5 years | 14.42 | 51.98 | 28% |
| Returns for 10 years | N/A | 53.51 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TWM | 46.84 | 1.76 | +3.90% |
| ProShares UltraShort Russell2000 | |||
| RING | 45.62 | 0.72 | +1.60% |
| iShares MSCI Global Gold Miners ETF | |||
| EVN | 10.26 | 0.05 | +0.50% |
| Eaton Vance Municipal Income Trust | |||
| CTEX | 20.84 | N/A | N/A |
| ProShares S&P Kensho Cleantech ETF | |||
| XFIV | 48.74 | -0.11 | -0.23% |
| BondBloxx Bloomberg FiveYrTrgDurUSTrsETF | |||