Interact to see
Advertisement
Advertisement
JMVRX vs MVCAX
JMVRX vs MVCAX Comparison
Open Charts JMVRX vs MVCAX
JPMorgan Mid Cap Value R5
Price$35.98
Change-$0.79 (-2.15%)
VolumeN/A
Net Assets12.62B
JMVRX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. MVCAX commentary
May 22, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. JMVRX (12.6B). JMVRX pays higher dividends than MVCAX: JMVRX (0.99) vs MVCAX (0.93). 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 (28.00) and MVCAX (27.00) have comparable annual turnover. JMVRX has a lower initial minimum investment than MVCAX: JMVRX (0) vs MVCAX (1000). JMVRX annual gain was more profitable for investors over the last year : -3.45 vs. MVCAX (-7.69). MVCAX return over 5 years is better than : 59.35 vs. JMVRX (27.44).
| 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 | 0.300 | -2.934 | -10% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 17B | 74% |
| Annual Yield % from dividends | 0.99 | 0.93 | 106% |
| Returns for 1 year | -3.45 | -7.69 | 45% |
| Returns for 3 years | -0.49 | 7.58 | -6% |
| Returns for 5 years | 27.44 | 59.35 | 46% |
| Returns for 10 years | N/A | 51.03 | - |
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 % |
| FTSD | 90.30 | -0.07 | -0.08% |
| Franklin Short Duration US Govt ETF | |||
| IQDY | 31.51 | -0.12 | -0.38% |
| FlexShares Intl Qual Div Dynamic ETF | |||
| EWU | 39.43 | -0.18 | -0.45% |
| iShares MSCI United Kingdom ETF | |||
| ONEV | 127.16 | -2.31 | -1.79% |
| SPDR® Russell 1000 Low Vol Foc ETF | |||
| UGE | 18.91 | -0.43 | -2.23% |
| ProShares Ultra Consumer Staples | |||