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JMVQX vs MVCAX
JMVQX vs MVCAX Comparison
Open Charts JMVQX vs MVCAX
JPMorgan Mid Cap Value R4
Price$36.63
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets13.41B
JMVQX vs MVCAX Comparison Chart
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JMVQX 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 JMVQX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. JMVQX (13.4B). MVCAX (1.16) and JMVQX (1.13) have matching dividends . JMVQX was incepted earlier than MVCAX: JMVQX (8 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. JMVQX (12.00). 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 : 9.50 vs. JMVQX (7.73). MVCAX return over 5 years is better than : 30.79 vs. JMVQX (-3.38).
| JMVQX | MVCAX | JMVQX / 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 | 2.778 | 2.966 | 94% |
| 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 | 1.13 | 1.16 | 98% |
| Returns for 1 year | 7.73 | 9.50 | 81% |
| Returns for 3 years | -8.64 | 2.65 | -326% |
| Returns for 5 years | -3.38 | 30.79 | -11% |
| Returns for 10 years | N/A | 74.34 | - |
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