JAMCX
Price
$36.19
Change
+$0.14 (+0.39%)
Updated
Jul 3 closing price
Net Assets
12.8B
MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
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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$36.19
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets12.8B
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
JAMCX vs MVCAX Comparison Chart in %
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JAMCX vs. MVCAX commentary
Jul 07, 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 Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. JAMCX (12.8B). MVCAX pays higher dividends than JAMCX: MVCAX (0.87) vs JAMCX (0.63). 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 (28.00) and MVCAX (27.00) have comparable annual turnover. 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. JAMCX annual gain was more profitable for investors over the last year : 2.12 vs. MVCAX (1.09). MVCAX return over 5 years is better than : 60.39 vs. JAMCX (19.88).
JAMCXMVCAXJAMCX / MVCAX
Total Expense Ratio1.090.99110%
Annual Report Gross Expense Ratio1.191.00119%
Fund Existence24 years24 years-
Gain YTD2.7542.93494%
Front Load5%6%91%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets12.8B17.3B74%
Annual Yield % from dividends0.630.8772%
Returns for 1 year2.121.09194%
Returns for 3 years4.1618.7022%
Returns for 5 years19.8860.3933%
Returns for 10 years2.6164.614%
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