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JMVQX vs MVCAX
JMVQX vs MVCAX Comparison
Open Charts JMVQX vs MVCAX
JPMorgan Mid Cap Value R4
Price$34.60
Change+$0.55 (+1.62%)
VolumeN/A
Net Assets12.29B
JMVQX vs MVCAX Comparison Chart
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JMVQX vs. MVCAX commentary
May 05, 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: 16.3B vs. JMVQX (12.3B). MVCAX pays higher dividends than JMVQX: MVCAX (0.93) vs JMVQX (0.87). 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). JMVQX annual gain was more profitable for investors over the last year : -3.60 vs. MVCAX (-6.16). MVCAX return over 5 years is better than : 62.14 vs. JMVQX (24.03).
| 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 | -2.918 | -5.052 | 58% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 16.3B | 75% |
| Annual Yield % from dividends | 0.87 | 0.93 | 93% |
| Returns for 1 year | -3.60 | -6.16 | 59% |
| Returns for 3 years | -9.51 | 1.12 | -848% |
| Returns for 5 years | 24.03 | 62.14 | 39% |
| Returns for 10 years | N/A | 51.03 | - |
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