JMVSX
Price
$35.97
Change
-$1.05 (-2.84%)
Updated
Dec 18 closing price
MVCAX
Price
$30.38
Change
-$0.94 (-3.00%)
Updated
Dec 18 closing price
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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$35.97
Change-$1.05 (-2.84%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$30.38
Change-$0.94 (-3.00%)
VolumeN/A
CapitalizationN/A
JMVSX vs MVCAX Comparison Chart
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VS
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).
JMVSXMVCAXJMVSX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years23 years-
Gain YTD4.9915.87285%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets13.5B17.5B77%
Annual Yield % from dividends1.051.1691%
Returns for 1 year6.017.2084%
Returns for 3 years-5.235.74-91%
Returns for 5 years-2.0832.46-6%
Returns for 10 years7.0668.2510%
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