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JMVSX vs MVCAX
JMVSX vs MVCAX Comparison
Open Charts JMVSX vs MVCAX
JPMorgan Mid Cap Value I
Price$35.97
Change-$1.05 (-2.84%)
VolumeN/A
CapitalizationN/A
JMVSX vs MVCAX Comparison Chart
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JMVSX vs. MVCAX commentary
Dec 19, 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 JMVSX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. JMVSX (13.5B). MVCAX pays higher dividends than JMVSX: MVCAX (1.16) vs JMVSX (1.05). JMVSX was incepted earlier than MVCAX: JMVSX (23 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. JMVSX (12.00). 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 : 7.20 vs. JMVSX (6.01). MVCAX return over 5 years is better than : 32.46 vs. JMVSX (-2.08).
| JMVSX | MVCAX | JMVSX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 4.991 | 5.872 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 17.5B | 77% |
| Annual Yield % from dividends | 1.05 | 1.16 | 91% |
| Returns for 1 year | 6.01 | 7.20 | 84% |
| Returns for 3 years | -5.23 | 5.74 | -91% |
| Returns for 5 years | -2.08 | 32.46 | -6% |
| Returns for 10 years | 7.06 | 68.25 | 10% |
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