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JMVQX vs MVCAX
JMVQX vs MVCAX Comparison
Open Charts JMVQX vs MVCAX
JPMorgan Mid Cap Value R4
Price$41.26
Change-$0.09 (-0.22%)
VolumeN/A
CapitalizationN/A
JMVQX vs MVCAX Comparison Chart
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JMVQX vs. MVCAX commentary
Nov 18, 2024
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: 17.9B vs. JMVQX (14.1B). 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 : 26.84 vs. JMVQX (22.46). MVCAX return over 5 years is better than : 49.25 vs. JMVQX (7.88).
| 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 | 17.953 | 17.801 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 17.9B | 79% |
| Annual Yield % from dividends | 1.13 | 1.16 | 98% |
| Returns for 1 year | 22.46 | 26.84 | 84% |
| Returns for 3 years | -11.04 | 8.55 | -129% |
| Returns for 5 years | 7.88 | 49.25 | 16% |
| Returns for 10 years | N/A | 78.64 | - |
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