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JMVSX vs MVCAX
JMVSX vs MVCAX Comparison
Open Charts JMVSX vs MVCAX
JPMorgan Mid Cap Value I
Price$35.17
Change-$0.11 (-0.31%)
VolumeN/A
Net Assets12.62B
JMVSX vs MVCAX Comparison Chart
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JMVSX vs. MVCAX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. JMVSX (12.6B). MVCAX pays higher dividends than JMVSX: MVCAX (0.93) vs JMVSX (0.87). JMVSX was incepted earlier than MVCAX: JMVSX (24 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). JMVSX annual gain was more profitable for investors over the last year : -3.78 vs. MVCAX (-7.69). MVCAX return over 5 years is better than : 59.35 vs. JMVSX (25.76).
| JMVSX | MVCAX | JMVSX / MVCAX | |
| Total Expense Ratio | 0.84 | 0.99 | 85% |
| Annual Report Gross Expense Ratio | 0.94 | 1.00 | 94% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 0.222 | -2.934 | -8% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 17B | 74% |
| Annual Yield % from dividends | 0.87 | 0.93 | 93% |
| Returns for 1 year | -3.78 | -7.69 | 49% |
| Returns for 3 years | -1.24 | 7.58 | -16% |
| Returns for 5 years | 25.76 | 59.35 | 43% |
| Returns for 10 years | 1.03 | 51.03 | 2% |
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