Ad is loading...
JMVYX vs MVCAX
JMVYX vs MVCAX Comparison
Open Charts JMVYX vs MVCAX
JPMorgan Mid Cap Value R6
Price$37.74
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets13.41B
JMVYX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVYX vs. MVCAX commentary
Jan 19, 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: 17.6B vs. JMVYX (13.4B). 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 : 9.50 vs. JMVYX (8.35). MVCAX return over 5 years is better than : 30.79 vs. JMVYX (-1.24).
| 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 | 2.778 | 2.966 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 17.6B | 76% |
| Annual Yield % from dividends | 1.25 | 1.16 | 108% |
| Returns for 1 year | 8.35 | 9.50 | 88% |
| Returns for 3 years | -7.51 | 2.65 | -283% |
| Returns for 5 years | -1.24 | 30.79 | -4% |
| Returns for 10 years | N/A | 74.34 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MINV | 27.41 | 0.28 | +1.02% |
| Matthews Asia Innovators Active ETF | |||
| FPA | 28.47 | 0.15 | +0.54% |
| First Trust AsiaPac ex-Jpn AlphaDEX® ETF | |||
| XMHQ | 102.32 | 0.29 | +0.28% |
| Invesco S&P MidCap Quality ETF | |||
| TDTF | 23.38 | -0.01 | -0.04% |
| FlexShares iBoxx 5Yr Target Dur TIPS ETF | |||
| HYGW | 31.92 | -0.03 | -0.11% |
| iShares High Yld Crp Bd Buywrt Stgy ETF | |||