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JMVZX vs MVCAX
JMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAX
JPMorgan Mid Cap Value R2
Price$31.41
Change-$0.09 (-0.29%)
VolumeN/A
Net Assets12.26B
JMVZX vs MVCAX Comparison Chart
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JMVZX vs. MVCAX commentary
May 12, 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: 16.5B vs. JMVZX (12.3B). MVCAX pays higher dividends than JMVZX: MVCAX (0.93) vs JMVZX (0.51). JMVZX was incepted earlier than MVCAX: JMVZX (17 years) vs MVCAX (24 years). JMVZX (1.46) is less costly to investors than MVCAX (1.00). JMVZX (28.00) and MVCAX (27.00) have comparable annual turnover. JMVZX has a lower initial minimum investment than MVCAX: JMVZX (0) vs MVCAX (1000). JMVZX (-7.91) and MVCAX (-8.04) have marching annual gain over last year. MVCAX return over 5 years is better than : 58.60 vs. JMVZX (14.18).
| JMVZX | MVCAX | JMVZX / MVCAX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.46 | 1.00 | 146% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -3.175 | -4.042 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 16.5B | 75% |
| Annual Yield % from dividends | 0.51 | 0.93 | 55% |
| Returns for 1 year | -7.91 | -8.04 | 98% |
| Returns for 3 years | -8.87 | 6.20 | -143% |
| Returns for 5 years | 14.18 | 58.60 | 24% |
| Returns for 10 years | -9.41 | 51.61 | -18% |
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