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JMVYX vs MVCAX
JMVYX vs MVCAX Comparison
Open Charts JMVYX vs MVCAX
JPMorgan Mid Cap Value R6
Price$42.46
Change-$0.09 (-0.21%)
VolumeN/A
CapitalizationN/A
JMVYX vs MVCAX Comparison Chart
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JMVYX vs. MVCAX commentary
Nov 18, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. JMVYX (14.1B). 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 : 26.84 vs. JMVYX (22.94). MVCAX return over 5 years is better than : 49.25 vs. JMVYX (10.00).
| 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 | 18.240 | 17.801 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 17.9B | 79% |
| Annual Yield % from dividends | 1.25 | 1.16 | 108% |
| Returns for 1 year | 22.94 | 26.84 | 86% |
| Returns for 3 years | -9.94 | 8.55 | -116% |
| Returns for 5 years | 10.00 | 49.25 | 20% |
| Returns for 10 years | N/A | 78.64 | - |
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