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JMVYX vs MVCAX
JMVYX vs MVCAX Comparison
Open Charts JMVYX vs MVCAX
JPMorgan Mid Cap Value R6
Price$35.83
Change-$0.11 (-0.31%)
VolumeN/A
Net Assets12.26B
JMVYX vs MVCAX Comparison Chart
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JMVYX vs. MVCAX commentary
May 25, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.5B vs. JMVYX (12.3B). JMVYX pays higher dividends than MVCAX: JMVYX (1.08) vs MVCAX (0.93). 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 annual gain was more profitable for investors over the last year : -4.08 vs. MVCAX (-6.39). MVCAX return over 5 years is better than : 58.71 vs. JMVYX (24.48).
| JMVYX | MVCAX | JMVYX / MVCAX | |
| Total Expense Ratio | 0.60 | 0.99 | 61% |
| Annual Report Gross Expense Ratio | 0.69 | 1.00 | 69% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -2.424 | -3.325 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 16.5B | 75% |
| Annual Yield % from dividends | 1.08 | 0.93 | 116% |
| Returns for 1 year | -4.08 | -6.39 | 64% |
| Returns for 3 years | -4.16 | 6.17 | -67% |
| Returns for 5 years | 24.48 | 58.71 | 42% |
| Returns for 10 years | N/A | 52.08 | - |
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