JMVYX
Price
$37.62
Change
-$0.28 (-0.74%)
Updated
Sep 25 closing price
Net Assets
12.2B
MVCAX
Price
$31.67
Change
-$0.30 (-0.94%)
Updated
Sep 25 closing price
Net Assets
17.04B
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JMVYX vs MVCAX

Header iconJMVYX vs MVCAX Comparison
Open Charts JMVYX vs MVCAXBanner chart's image
JPMorgan Mid Cap Value R6
Price$37.62
Change-$0.28 (-0.74%)
VolumeN/A
Net Assets12.2B
MFS Mid Cap Value A
Price$31.67
Change-$0.30 (-0.94%)
VolumeN/A
Net Assets17.04B
JMVYX vs MVCAX Comparison Chart in %
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JMVYX 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 JMVYX is a Hold and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. JMVYX (12.2B). JMVYX pays higher dividends than MVCAX: JMVYX (1.00) vs MVCAX (0.84). JMVYX was incepted earlier than MVCAX: JMVYX (9 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than JMVYX (0.69). JMVYX (28.00) and MVCAX (27.00) have comparable annual turnover. MVCAX has a lower initial minimum investment than JMVYX: MVCAX (1000) vs JMVYX (15000000). JMVYX (-5.93) and MVCAX (-6.10) have marching annual gain over last year. MVCAX return over 5 years is better than : 56.19 vs. JMVYX (21.42).
JMVYXMVCAXJMVYX / MVCAX
Total Expense Ratio0.600.9961%
Annual Report Gross Expense Ratio0.691.0069%
Fund Existence9 years24 years-
Gain YTD3.2144.20576%
Front LoadN/A6%-
Min. Initial Investment1500000010001,500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.2B17B72%
Annual Yield % from dividends1.000.84120%
Returns for 1 year-5.93-6.1097%
Returns for 3 years11.4526.7443%
Returns for 5 years21.4256.1938%
Returns for 10 yearsN/A83.74-
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