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JMVSX vs MVCAX
JMVSX vs MVCAX Comparison
Open Charts JMVSX vs MVCAX
JPMorgan Mid Cap Value I
Price$34.39
Change+$0.49 (+1.45%)
VolumeN/A
Net Assets11.98B
JMVSX vs MVCAX Comparison Chart
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JMVSX vs. MVCAX commentary
Apr 25, 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: 15.8B vs. JMVSX (12B). MVCAX pays higher dividends than JMVSX: MVCAX (0.90) vs JMVSX (0.85). 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 : -7.07 vs. MVCAX (-8.95). MVCAX return over 5 years is better than : 59.24 vs. JMVSX (22.45).
| 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 | -5.755 | -8.149 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 15.8B | 76% |
| Annual Yield % from dividends | 0.85 | 0.90 | 95% |
| Returns for 1 year | -7.07 | -8.95 | 79% |
| Returns for 3 years | -13.65 | -4.00 | 341% |
| Returns for 5 years | 22.45 | 59.24 | 38% |
| Returns for 10 years | -4.00 | 45.33 | -9% |
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