Interact to see
Advertisement
Advertisement
JMVQX vs MVCAX
JMVQX vs MVCAX Comparison
Open Charts JMVQX vs MVCAX
JPMorgan Mid Cap Value R4
Price$36.63
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets12.27B
JMVQX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVQX vs. MVCAX commentary
Sep 18, 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: 17.1B vs. JMVQX (12.3B). MVCAX (0.84) and JMVQX (0.80) 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 (28.00) and MVCAX (27.00) have comparable annual turnover. 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 : -5.36 vs. JMVQX (-6.47). MVCAX return over 5 years is better than : 52.29 vs. JMVQX (14.10).
| 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 | 2.750 | 4.563 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 17.1B | 72% |
| Annual Yield % from dividends | 0.80 | 0.84 | 96% |
| Returns for 1 year | -6.47 | -5.36 | 121% |
| Returns for 3 years | 2.40 | 17.55 | 14% |
| Returns for 5 years | 14.10 | 52.29 | 27% |
| Returns for 10 years | N/A | 75.96 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CRMG | 12.18 | 0.29 | +2.44% |
| Leverage Shares 2X Long CRM Daily ETF | |||
| BSVO | 22.91 | 0.06 | +0.26% |
| EA Bridgeway Omni Small-Cap Value ETF | |||
| EAOK | 27.24 | N/A | N/A |
| iShares ESG Aware 30/70 Cnsrv Allc ETF | |||
| PFRL | 50.26 | -0.02 | -0.05% |
| PGIM Floating Rate Income ETF | |||
| SPXX | 17.97 | -0.10 | -0.55% |
| Nuveen S&P 500 Dynamic Overwrite Fund | |||