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JMVPX vs MVCAX
JMVPX vs MVCAX Comparison
Open Charts JMVPX vs MVCAX
JPMorgan Mid Cap Value R3
Price$35.60
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets13.41B
JMVPX vs MVCAX Comparison Chart
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JMVPX vs. MVCAX commentary
Jan 19, 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: 17.6B vs. JMVPX (13.4B). 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 : 9.50 vs. JMVPX (7.11). MVCAX return over 5 years is better than : 30.79 vs. JMVPX (-5.35).
| 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 | 2.742 | 2.966 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 17.6B | 76% |
| Annual Yield % from dividends | 0.89 | 1.16 | 77% |
| Returns for 1 year | 7.11 | 9.50 | 75% |
| Returns for 3 years | -9.70 | 2.65 | -366% |
| Returns for 5 years | -5.35 | 30.79 | -17% |
| Returns for 10 years | N/A | 74.34 | - |
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