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JMVQX vs MVCAX
JMVQX vs MVCAX Comparison
Open Charts JMVQX vs MVCAX
JPMorgan Mid Cap Value R4
Price$35.99
Change-$0.56 (-1.53%)
VolumeN/A
Net Assets13.09B
JMVQX vs MVCAX Comparison Chart
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JMVQX vs. MVCAX commentary
Feb 24, 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: 17.4B vs. JMVQX (13.1B). MVCAX (1.16) and JMVQX (1.13) have matching dividends . JMVQX was incepted earlier than MVCAX: JMVQX (8 years) vs MVCAX (24 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 : 1.20 vs. JMVQX (0.77). MVCAX return over 5 years is better than : 28.23 vs. JMVQX (-4.24).
| JMVQX | MVCAX | JMVQX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 0.982 | 0.391 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 17.4B | 75% |
| Annual Yield % from dividends | 1.13 | 1.16 | 98% |
| Returns for 1 year | 0.77 | 1.20 | 64% |
| Returns for 3 years | -6.69 | 3.99 | -168% |
| Returns for 5 years | -4.24 | 28.23 | -15% |
| Returns for 10 years | N/A | 60.23 | - |
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