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JMVRX vs MVCAX
JMVRX vs MVCAX Comparison
Open Charts JMVRX vs MVCAX
JPMorgan Mid Cap Value R5
Price$36.17
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets12.31B
JMVRX vs MVCAX Comparison Chart in %
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JMVRX vs. MVCAX commentary
Jun 23, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. JMVRX (12.3B). JMVRX pays higher dividends than MVCAX: JMVRX (0.97) vs MVCAX (0.89). 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 : -2.44 vs. MVCAX (-4.22). MVCAX return over 5 years is better than : 51.36 vs. JMVRX (17.34).
| 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 | -1.337 | -1.728 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 16.6B | 74% |
| Annual Yield % from dividends | 0.97 | 0.89 | 108% |
| Returns for 1 year | -2.44 | -4.22 | 58% |
| Returns for 3 years | 3.75 | 15.58 | 24% |
| Returns for 5 years | 17.34 | 51.36 | 34% |
| Returns for 10 years | N/A | 52.11 | - |
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