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JMVZX vs MVCAX
JMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAX
JPMorgan Mid Cap Value R2
Price$31.83
Change-$0.75 (-2.30%)
VolumeN/A
Net Assets13.01B
JMVZX vs MVCAX Comparison Chart
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JMVZX vs. MVCAX commentary
Mar 05, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. JMVZX (13B). MVCAX pays higher dividends than JMVZX: MVCAX (1.16) vs JMVZX (0.75). JMVZX was incepted earlier than MVCAX: JMVZX (16 years) vs MVCAX (24 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 : -3.24 vs. JMVZX (-5.16). MVCAX return over 5 years is better than : 41.33 vs. JMVZX (-0.93).
| JMVZX | MVCAX | JMVZX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -1.880 | -2.608 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 17.3B | 75% |
| Annual Yield % from dividends | 0.75 | 1.16 | 65% |
| Returns for 1 year | -5.16 | -3.24 | 159% |
| Returns for 3 years | -12.41 | 1.69 | -736% |
| Returns for 5 years | -0.93 | 41.33 | -2% |
| Returns for 10 years | -7.27 | 58.45 | -12% |
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