JMVSX
Price
$37.01
Change
+$0.15 (+0.41%)
Updated
Jul 3 closing price
Net Assets
12.8B
MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
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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$37.01
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets12.8B
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
JMVSX vs MVCAX Comparison Chart in %
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JMVSX vs. MVCAX commentary
Jul 06, 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 StrongBuy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. JMVSX (12.8B). MVCAX (0.87) and JMVSX (0.83) have matching dividends . 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 : 2.63 vs. MVCAX (1.09). MVCAX return over 5 years is better than : 60.39 vs. JMVSX (22.10).
JMVSXMVCAXJMVSX / MVCAX
Total Expense Ratio0.840.9985%
Annual Report Gross Expense Ratio0.941.0094%
Fund Existence24 years24 years-
Gain YTD2.8912.93499%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.8B17.3B74%
Annual Yield % from dividends0.830.8795%
Returns for 1 year2.631.09241%
Returns for 3 years5.2318.7028%
Returns for 5 years22.1060.3937%
Returns for 10 years5.6264.619%
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