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JMVSX vs MVCAX
JMVSX vs MVCAX Comparison
Open Charts JMVSX vs MVCAX
JPMorgan Mid Cap Value I
Price$35.44
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets12.73B
JMVSX vs MVCAX Comparison Chart
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JMVSX vs. MVCAX commentary
Mar 11, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. JMVSX (12.7B). MVCAX pays higher dividends than JMVSX: MVCAX (0.87) vs JMVSX (0.82). JMVSX was incepted earlier than MVCAX: JMVSX (23 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 annual gain was more profitable for investors over the last year : -3.42 vs. JMVSX (-3.91). MVCAX return over 5 years is better than : 46.03 vs. JMVSX (7.90).
| JMVSX | MVCAX | JMVSX / MVCAX | |
| Total Expense Ratio | 0.84 | 0.99 | 85% |
| Annual Report Gross Expense Ratio | 0.94 | 1.00 | 94% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -1.473 | -1.662 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 17B | 75% |
| Annual Yield % from dividends | 0.82 | 0.87 | 95% |
| Returns for 1 year | -3.91 | -3.42 | 114% |
| Returns for 3 years | -5.81 | 6.28 | -92% |
| Returns for 5 years | 7.90 | 46.03 | 17% |
| Returns for 10 years | 2.72 | 61.83 | 4% |
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