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JMVRX vs MVCAX
JMVRX vs MVCAX Comparison
Open Charts JMVRX vs MVCAX
JPMorgan Mid Cap Value R5
Price$37.24
Change-$0.10 (-0.27%)
VolumeN/A
Net Assets11.67B
JMVRX vs MVCAX Comparison Chart in %
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JMVRX vs. MVCAX commentary
Nov 20, 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 JMVRX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. JMVRX (11.7B). JMVRX pays higher dividends than MVCAX: JMVRX (0.94) vs MVCAX (0.85). JMVRX was incepted earlier than MVCAX: JMVRX (9 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than JMVRX (0.79). JMVRX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (27.00). JMVRX has a lower initial minimum investment than MVCAX: JMVRX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -10.73 vs. JMVRX (-11.38). MVCAX return over 5 years is better than : 32.26 vs. JMVRX (2.40).
| JMVRX | MVCAX | JMVRX / MVCAX | |
| Total Expense Ratio | 0.70 | 0.99 | 71% |
| Annual Report Gross Expense Ratio | 0.79 | 1.00 | 79% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 1.582 | 1.597 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 16.4B | 71% |
| Annual Yield % from dividends | 0.94 | 0.85 | 110% |
| Returns for 1 year | -11.38 | -10.73 | 106% |
| Returns for 3 years | -1.96 | 9.47 | -21% |
| Returns for 5 years | 2.40 | 32.26 | 7% |
| Returns for 10 years | N/A | 65.95 | - |
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