Ad is loading...
JMVZX vs MVCAX
JMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAX
JPMorgan Mid Cap Value R2
Price$29.88
Change+$0.42 (+1.43%)
VolumeN/A
Net Assets11.62B
JMVZX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVZX vs. MVCAX commentary
Apr 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: 15.2B vs. JMVZX (11.6B). MVCAX pays higher dividends than JMVZX: MVCAX (0.90) vs JMVZX (0.50). JMVZX was incepted earlier than MVCAX: JMVZX (16 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 annual gain was more profitable for investors over the last year : -12.20 vs. MVCAX (-12.97). MVCAX return over 5 years is better than : 49.10 vs. JMVZX (7.06).
| JMVZX | MVCAX | JMVZX / MVCAX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.46 | 1.00 | 146% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -9.186 | -11.473 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 15.2B | 76% |
| Annual Yield % from dividends | 0.50 | 0.90 | 56% |
| Returns for 1 year | -12.20 | -12.97 | 94% |
| Returns for 3 years | -19.59 | -8.09 | 242% |
| Returns for 5 years | 7.06 | 49.10 | 14% |
| Returns for 10 years | -15.99 | 39.26 | -41% |
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 % |
| BMED | 22.64 | 0.62 | +2.81% |
| iShares Health Innovation Active ETF | |||
| IYK | 70.32 | 0.91 | +1.31% |
| iShares US Consumer Staples ETF | |||
| UMAY | 32.35 | 0.40 | +1.25% |
| Innovator U.S. Equity Ultra BffrETF™-May | |||
| HYGH | 82.90 | 0.62 | +0.75% |
| iShares Interest Rate Hdg Hi Yld Bd ETF | |||
| NXG | 40.69 | -0.70 | -1.69% |
| NXG NextGen Infrastructure Income Fund | |||