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JMVQX vs MVCAX
JMVQX vs MVCAX Comparison
Open Charts JMVQX vs MVCAX
JPMorgan Mid Cap Value R4
Price$36.26
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets11.67B
JMVQX vs MVCAX Comparison Chart in %
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JMVQX vs. MVCAX commentary
Nov 20, 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 JMVQX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. JMVQX (11.7B). MVCAX (0.85) and JMVQX (0.82) have matching dividends . JMVQX was incepted earlier than MVCAX: JMVQX (9 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than JMVQX (0.94). JMVQX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (27.00). JMVQX has a lower initial minimum investment than MVCAX: JMVQX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -10.74 vs. JMVQX (-11.74). MVCAX return over 5 years is better than : 32.02 vs. JMVQX (0.28).
| JMVQX | MVCAX | JMVQX / MVCAX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.94 | 1.00 | 94% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 1.740 | 1.825 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 16.4B | 71% |
| Annual Yield % from dividends | 0.82 | 0.85 | 96% |
| Returns for 1 year | -11.74 | -10.74 | 109% |
| Returns for 3 years | -2.66 | 9.71 | -27% |
| Returns for 5 years | 0.28 | 32.02 | 1% |
| Returns for 10 years | N/A | 66.32 | - |
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