JMVSX
Price
$35.44
Change
+$0.24 (+0.68%)
Updated
Mar 7 closing price
Net Assets
12.73B
MVCAX
Price
$30.17
Change
+$0.23 (+0.77%)
Updated
Mar 7 closing price
Net Assets
17.02B
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JMVSX vs MVCAX

Header iconJMVSX vs MVCAX Comparison
Open Charts JMVSX vs MVCAXBanner chart's image
JPMorgan Mid Cap Value I
Price$35.44
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets12.73B
MFS Mid Cap Value A
Price$30.17
Change+$0.23 (+0.77%)
VolumeN/A
Net Assets17.02B
JMVSX vs MVCAX Comparison Chart
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JMVSX vs. MVCAX commentary
Mar 11, 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 JMVSX is a Buy and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. JMVSX (12.7B). MVCAX pays higher dividends than JMVSX: MVCAX (0.87) vs JMVSX (0.82). JMVSX was incepted earlier than MVCAX: JMVSX (23 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than JMVSX (0.94). JMVSX (28.00) and MVCAX (27.00) have comparable annual turnover. MVCAX has a lower initial minimum investment than JMVSX: MVCAX (1000) vs JMVSX (1000000). MVCAX annual gain was more profitable for investors over the last year : -3.42 vs. JMVSX (-3.91). MVCAX return over 5 years is better than : 46.03 vs. JMVSX (7.90).
JMVSXMVCAXJMVSX / MVCAX
Total Expense Ratio0.840.9985%
Annual Report Gross Expense Ratio0.941.0094%
Fund Existence23 years24 years-
Gain YTD-1.473-1.66289%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B17B75%
Annual Yield % from dividends0.820.8795%
Returns for 1 year-3.91-3.42114%
Returns for 3 years-5.816.28-92%
Returns for 5 years7.9046.0317%
Returns for 10 years2.7261.834%
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