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JMVRX vs MVCAX
JMVRX vs MVCAX Comparison
Open Charts JMVRX vs MVCAX
JPMorgan Mid Cap Value R5
Price$36.36
Change+$0.31 (+0.86%)
VolumeN/A
Net Assets12.6B
JMVRX vs MVCAX Comparison Chart
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JMVRX vs. MVCAX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JMVRX (12.6B). JMVRX pays higher dividends than MVCAX: JMVRX (0.97) vs MVCAX (0.90). 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). MVCAX annual gain was more profitable for investors over the last year : -4.35 vs. JMVRX (-5.56). MVCAX return over 5 years is better than : 96.65 vs. JMVRX (49.61).
| 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 | -1.664 | -1.369 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 16.8B | 75% |
| Annual Yield % from dividends | 0.97 | 0.90 | 108% |
| Returns for 1 year | -5.56 | -4.35 | 128% |
| Returns for 3 years | -10.37 | 0.31 | -3,377% |
| Returns for 5 years | 49.61 | 96.65 | 51% |
| Returns for 10 years | N/A | 56.43 | - |
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