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JMVSX vs MVCAX
JMVSX vs MVCAX Comparison
Open Charts JMVSX vs MVCAX
JPMorgan Mid Cap Value I
Price$36.59
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets11.67B
JMVSX vs MVCAX Comparison Chart in %
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JMVSX vs. MVCAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. JMVSX (11.7B). MVCAX (0.85) and JMVSX (0.82) 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 is a more actively managed with annual turnover of: 39.00 vs. MVCAX (27.00). 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 : -10.74 vs. JMVSX (-11.66). MVCAX return over 5 years is better than : 32.02 vs. JMVSX (0.67).
| 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 | 1.724 | 1.825 | 94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 16.4B | 71% |
| Annual Yield % from dividends | 0.82 | 0.85 | 96% |
| Returns for 1 year | -11.66 | -10.74 | 109% |
| Returns for 3 years | -2.40 | 9.71 | -25% |
| Returns for 5 years | 0.67 | 32.02 | 2% |
| Returns for 10 years | 7.69 | 66.32 | 12% |
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