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JMVZX vs MVCAX
JMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAX
JPMorgan Mid Cap Value R2
Price$32.33
Change-$0.95 (-2.85%)
VolumeN/A
CapitalizationN/A
JMVZX vs MVCAX Comparison Chart
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JMVZX vs. MVCAX commentary
Dec 19, 2024
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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. JMVZX (13.5B). 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 : 7.20 vs. JMVZX (4.35). MVCAX return over 5 years is better than : 32.46 vs. JMVZX (-7.80).
| 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 | 3.354 | 5.872 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 17.5B | 77% |
| Annual Yield % from dividends | 0.75 | 1.16 | 65% |
| Returns for 1 year | 4.35 | 7.20 | 60% |
| Returns for 3 years | -8.52 | 5.74 | -148% |
| Returns for 5 years | -7.80 | 32.46 | -24% |
| Returns for 10 years | -2.11 | 68.25 | -3% |
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