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JMVSX vs MVCAX
JMVSX vs MVCAX Comparison
Open Charts JMVSX vs MVCAX
JPMorgan Mid Cap Value I
Price$36.79
Change-$0.27 (-0.73%)
VolumeN/A
Net Assets12.2B
JMVSX vs MVCAX Comparison Chart in %
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JMVSX vs. MVCAX commentary
Sep 26, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. JMVSX (12.2B). MVCAX (0.84) and JMVSX (0.80) 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). MVCAX (-6.10) and JMVSX (-6.36) have marching annual gain over last year. MVCAX return over 5 years is better than : 56.19 vs. JMVSX (19.31).
| 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 | 3.030 | 4.205 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 17B | 72% |
| Annual Yield % from dividends | 0.80 | 0.84 | 96% |
| Returns for 1 year | -6.36 | -6.10 | 104% |
| Returns for 3 years | 10.38 | 26.74 | 39% |
| Returns for 5 years | 19.31 | 56.19 | 34% |
| Returns for 10 years | 16.66 | 83.74 | 20% |
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