JMVYX
Price
$37.07
Change
-$0.05 (-0.13%)
Updated
Aug 7 closing price
Net Assets
12.23B
MVCAX
Price
$31.12
Change
-$0.07 (-0.22%)
Updated
Aug 7 closing price
Net Assets
16.88B
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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$37.07
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets12.23B
MFS Mid Cap Value A
Price$31.12
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets16.88B
JMVYX vs MVCAX Comparison Chart in %
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JMVYX vs. MVCAX commentary
Aug 08, 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: 16.9B vs. JMVYX (12.2B). 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 : -0.73 vs. MVCAX (-0.91). MVCAX return over 5 years is better than : 46.66 vs. JMVYX (14.24).
JMVYXMVCAXJMVYX / MVCAX
Total Expense Ratio0.600.9961%
Annual Report Gross Expense Ratio0.691.0069%
Fund Existence9 years24 years-
Gain YTD1.0891.66266%
Front LoadN/A6%-
Min. Initial Investment1500000010001,500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.2B16.9B72%
Annual Yield % from dividends1.030.86119%
Returns for 1 year-0.73-0.9180%
Returns for 3 years-1.9610.30-19%
Returns for 5 years14.2446.6631%
Returns for 10 yearsN/A60.93-
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