JMVYX
Price
$38.32
Change
-$0.11 (-0.29%)
Updated
Aug 28 closing price
Net Assets
12.5B
MVCAX
Price
$32.34
Change
-$0.05 (-0.15%)
Updated
Aug 28 closing price
Net Assets
17.32B
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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$38.32
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets12.5B
MFS Mid Cap Value A
Price$32.34
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets17.32B
JMVYX vs MVCAX Comparison Chart in %
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JMVYX vs. MVCAX commentary
Aug 29, 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 StrongBuy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. JMVYX (12.5B). JMVYX pays higher dividends than MVCAX: JMVYX (1.03) vs MVCAX (0.86). 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 : -3.19 vs. MVCAX (-3.51). MVCAX return over 5 years is better than : 50.80 vs. JMVYX (16.59).
JMVYXMVCAXJMVYX / MVCAX
Total Expense Ratio0.600.9961%
Annual Report Gross Expense Ratio0.691.0069%
Fund Existence9 years24 years-
Gain YTD4.6575.57484%
Front LoadN/A6%-
Min. Initial Investment1500000010001,500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.5B17.3B72%
Annual Yield % from dividends1.030.86119%
Returns for 1 year-3.19-3.5191%
Returns for 3 years2.4214.9816%
Returns for 5 years16.5950.8033%
Returns for 10 yearsN/A75.50-
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