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JMVRX vs MVCAX
JMVRX vs MVCAX Comparison
Open Charts JMVRX vs MVCAX
JPMorgan Mid Cap Value R5
Price$38.13
Change+$0.38 (+1.01%)
VolumeN/A
Net Assets13.4B
JMVRX vs MVCAX Comparison Chart
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JMVRX vs. MVCAX commentary
Jan 31, 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: 17.6B vs. JMVRX (13.4B). 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 : 9.88 vs. JMVRX (7.92). MVCAX return over 5 years is better than : 37.75 vs. JMVRX (3.48).
| 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 | 4.010 | 4.172 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 17.6B | 76% |
| Annual Yield % from dividends | 1.17 | 1.16 | 101% |
| Returns for 1 year | 7.92 | 9.88 | 80% |
| Returns for 3 years | -4.05 | 6.84 | -59% |
| Returns for 5 years | 3.48 | 37.75 | 9% |
| Returns for 10 years | N/A | 74.85 | - |
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