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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+$0.14 (+0.39%)
VolumeN/A
Net Assets12.8B
JMVPX vs MVCAX Comparison Chart in %
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JMVPX vs. MVCAX commentary
Jul 06, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. JMVPX (12.8B). MVCAX pays higher dividends than JMVPX: MVCAX (0.87) vs JMVPX (0.64). 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 : 1.96 vs. MVCAX (1.09). MVCAX return over 5 years is better than : 60.39 vs. JMVPX (19.12).
| 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 | 2.742 | 2.934 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 17.3B | 74% |
| Annual Yield % from dividends | 0.64 | 0.87 | 74% |
| Returns for 1 year | 1.96 | 1.09 | 180% |
| Returns for 3 years | 3.74 | 18.70 | 20% |
| Returns for 5 years | 19.12 | 60.39 | 32% |
| Returns for 10 years | N/A | 64.61 | - |
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