Ad is loading...
JMVZX vs MVCAX
JMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAX
JPMorgan Mid Cap Value R2
Price$33.72
Change+$0.33 (+0.99%)
VolumeN/A
Net Assets13.4B
JMVZX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVZX vs. MVCAX commentary
Jan 31, 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 JMVZX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. JMVZX (13.4B). MVCAX pays higher dividends than JMVZX: MVCAX (1.16) vs JMVZX (0.75). JMVZX was incepted earlier than MVCAX: JMVZX (16 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. JMVZX (12.00). JMVZX has a lower initial minimum investment than MVCAX: JMVZX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 9.88 vs. JMVZX (5.83). MVCAX return over 5 years is better than : 37.75 vs. JMVZX (-3.85).
| JMVZX | MVCAX | JMVZX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 3.946 | 4.172 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 17.6B | 76% |
| Annual Yield % from dividends | 0.75 | 1.16 | 65% |
| Returns for 1 year | 5.83 | 9.88 | 59% |
| Returns for 3 years | -8.09 | 6.84 | -118% |
| Returns for 5 years | -3.85 | 37.75 | -10% |
| Returns for 10 years | 0.62 | 74.85 | 1% |
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 % |
| PPTY | 32.24 | 0.51 | +1.60% |
| Vident U.S. Diversified Real Estate ETF | |||
| WINN | 28.11 | 0.21 | +0.75% |
| Harbor Long-Term Growers ETF | |||
| PBUS | 60.94 | 0.36 | +0.59% |
| Invesco MSCI USA ETF | |||
| TJUL | 28.00 | -0.03 | -0.12% |
| Innovator Eq Defnd Protd ETF2 Yr-Jul2025 | |||
| EUM | 26.15 | -0.40 | -1.50% |
| ProShares Short MSCI Emerging Markets | |||