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JMVSX vs MVCAX
JMVSX vs MVCAX Comparison
Open Charts JMVSX vs MVCAX
JPMorgan Mid Cap Value I
Price$37.40
Change+$0.37 (+1.00%)
VolumeN/A
Net Assets13.4B
JMVSX vs MVCAX Comparison Chart
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JMVSX vs. MVCAX commentary
Jan 31, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. JMVSX (13.4B). 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 : 9.88 vs. JMVSX (7.55). MVCAX return over 5 years is better than : 37.75 vs. JMVSX (2.11).
| JMVSX | MVCAX | JMVSX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 3.976 | 4.172 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 17.6B | 76% |
| Annual Yield % from dividends | 1.05 | 1.16 | 91% |
| Returns for 1 year | 7.55 | 9.88 | 76% |
| Returns for 3 years | -4.76 | 6.84 | -70% |
| Returns for 5 years | 2.11 | 37.75 | 6% |
| Returns for 10 years | 10.07 | 74.85 | 13% |
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