JAMCX
Price
$36.12
Change
+$0.17 (+0.47%)
Updated
Oct 17 closing price
Net Assets
12B
MVCAX
Price
$31.78
Change
+$0.15 (+0.47%)
Updated
Oct 17 closing price
Net Assets
16.89B
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JAMCX vs MVCAX

Header iconJAMCX vs MVCAX Comparison
Open Charts JAMCX vs MVCAXBanner chart's image
JPMorgan Mid Cap Value A
Price$36.12
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets12B
MFS Mid Cap Value A
Price$31.78
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets16.89B
JAMCX vs MVCAX Comparison Chart in %
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JAMCX vs. MVCAX commentary
Oct 19, 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 JAMCX is a Hold and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. JAMCX (12B). MVCAX pays higher dividends than JAMCX: MVCAX (0.84) vs JAMCX (0.61). JAMCX was incepted earlier than MVCAX: JAMCX (24 years) vs MVCAX (24 years). JAMCX (1.19) is less costly to investors than MVCAX (1.00). JAMCX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (27.00). MVCAX initial investment is less costly to investors than JAMCX (5%) vs JAMCX (5%). JAMCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -9.14 vs. JAMCX (-10.14). MVCAX return over 5 years is better than : 44.40 vs. JAMCX (8.68).
JAMCXMVCAXJAMCX / MVCAX
Total Expense Ratio1.090.99110%
Annual Report Gross Expense Ratio1.191.00119%
Fund Existence24 years24 years-
Gain YTD2.5553.58571%
Front Load5%6%91%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets12B16.9B71%
Annual Yield % from dividends0.610.8473%
Returns for 1 year-10.14-9.14111%
Returns for 3 years4.7320.0724%
Returns for 5 years8.6844.4020%
Returns for 10 years6.1570.989%
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