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JMVZX vs MVCAX
JMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAX
JPMorgan Mid Cap Value R2
Price$33.51
Change+$0.61 (+1.85%)
VolumeN/A
Net Assets12.41B
JMVZX vs MVCAX Comparison Chart in %
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JMVZX vs. MVCAX commentary
Jul 23, 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 StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. JMVZX (12.4B). MVCAX pays higher dividends than JMVZX: MVCAX (0.87) vs JMVZX (0.49). 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). MVCAX (-3.41) and JMVZX (-3.52) have marching annual gain over last year. MVCAX return over 5 years is better than : 50.40 vs. JMVZX (9.10).
| 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 | 1.418 | 1.565 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 16.9B | 73% |
| Annual Yield % from dividends | 0.49 | 0.87 | 56% |
| Returns for 1 year | -3.52 | -3.41 | 103% |
| Returns for 3 years | -2.20 | 14.10 | -16% |
| Returns for 5 years | 9.10 | 50.40 | 18% |
| Returns for 10 years | -3.62 | 64.66 | -6% |
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