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JMVYX vs MVCAX
JMVYX vs MVCAX Comparison
Open Charts JMVYX vs MVCAX
JPMorgan Mid Cap Value R6
Price$36.80
Change-$1.08 (-2.85%)
VolumeN/A
CapitalizationN/A
JMVYX vs MVCAX Comparison Chart
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JMVYX vs. MVCAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. JMVYX (13.5B). JMVYX pays higher dividends than MVCAX: JMVYX (1.25) vs MVCAX (1.16). JMVYX was incepted earlier than MVCAX: JMVYX (8 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. JMVYX (12.00). MVCAX has a lower initial minimum investment than JMVYX: MVCAX (1000) vs JMVYX (15000000). MVCAX annual gain was more profitable for investors over the last year : 7.20 vs. JMVYX (6.52). MVCAX return over 5 years is better than : 32.46 vs. JMVYX (-0.31).
| JMVYX | MVCAX | JMVYX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 5.486 | 5.872 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 17.5B | 77% |
| Annual Yield % from dividends | 1.25 | 1.16 | 108% |
| Returns for 1 year | 6.52 | 7.20 | 91% |
| Returns for 3 years | -4.31 | 5.74 | -75% |
| Returns for 5 years | -0.31 | 32.46 | -1% |
| Returns for 10 years | N/A | 68.25 | - |
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