JMVRX
Price
$35.04
Change
-$0.14 (-0.40%)
Updated
May 1 closing price
Net Assets
12.15B
MVCAX
Price
$28.58
Change
-$0.10 (-0.35%)
Updated
May 1 closing price
Net Assets
16.05B
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JMVRX vs MVCAX

Header iconJMVRX vs MVCAX Comparison
Open Charts JMVRX vs MVCAXBanner chart's image
JPMorgan Mid Cap Value R5
Price$35.04
Change-$0.14 (-0.40%)
VolumeN/A
Net Assets12.15B
MFS Mid Cap Value A
Price$28.58
Change-$0.10 (-0.35%)
VolumeN/A
Net Assets16.05B
JMVRX vs MVCAX Comparison Chart
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JMVRX vs. MVCAX commentary
May 02, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16B vs. JMVRX (12.2B). 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 : -3.77 vs. MVCAX (-6.92). MVCAX return over 5 years is better than : 59.08 vs. JMVRX (24.65).
JMVRXMVCAXJMVRX / MVCAX
Total Expense Ratio0.700.9971%
Annual Report Gross Expense Ratio0.791.0079%
Fund Existence9 years24 years-
Gain YTD-4.037-6.84559%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.2B16B76%
Annual Yield % from dividends0.990.93106%
Returns for 1 year-3.77-6.9255%
Returns for 3 years-8.670.44-1,966%
Returns for 5 years24.6559.0842%
Returns for 10 yearsN/A46.47-
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