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JMVRX vs MVCAX
JMVRX vs MVCAX Comparison
Open Charts JMVRX vs MVCAX
JPMorgan Mid Cap Value R5
Price$42.37
Change-$0.09 (-0.21%)
VolumeN/A
CapitalizationN/A
JMVRX vs MVCAX Comparison Chart
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JMVRX vs. MVCAX commentary
Nov 18, 2024
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: 17.9B vs. JMVRX (14.1B). JMVRX (1.17) and MVCAX (1.16) have matching dividends . JMVRX was incepted earlier than MVCAX: JMVRX (8 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. JMVRX (12.00). 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 : 26.84 vs. JMVRX (22.82). MVCAX return over 5 years is better than : 49.25 vs. JMVRX (9.52).
| JMVRX | MVCAX | JMVRX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 18.121 | 17.801 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 17.9B | 79% |
| Annual Yield % from dividends | 1.17 | 1.16 | 101% |
| Returns for 1 year | 22.82 | 26.84 | 85% |
| Returns for 3 years | -10.15 | 8.55 | -119% |
| Returns for 5 years | 9.52 | 49.25 | 19% |
| Returns for 10 years | N/A | 78.64 | - |
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