Interact to see
Advertisement
Advertisement
JAMCX vs MVCAX
JAMCX vs MVCAX Comparison
Open Charts JAMCX vs MVCAX
JPMorgan Mid Cap Value A
Price$36.21
Change-$0.34 (-0.93%)
VolumeN/A
Net Assets11.87B
JAMCX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JAMCX vs. MVCAX commentary
Nov 14, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JAMCX (11.9B). MVCAX pays higher dividends than JAMCX: MVCAX (0.85) vs JAMCX (0.62). JAMCX was incepted earlier than MVCAX: JAMCX (25 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 (-10.68). MVCAX return over 5 years is better than : 38.31 vs. JAMCX (2.07).
| JAMCX | MVCAX | JAMCX / MVCAX | |
| Total Expense Ratio | 1.09 | 0.99 | 110% |
| Annual Report Gross Expense Ratio | 1.19 | 1.00 | 119% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 3.776 | 5.117 | 74% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 16.8B | 71% |
| Annual Yield % from dividends | 0.62 | 0.85 | 73% |
| Returns for 1 year | -10.68 | -9.14 | 117% |
| Returns for 3 years | -1.81 | 12.45 | -15% |
| Returns for 5 years | 2.07 | 38.31 | 5% |
| Returns for 10 years | 10.24 | 76.71 | 13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RODM | 36.49 | 0.19 | +0.52% |
| Hartford Multifactor Dev Mkts (exUS) ETF | |||
| AGGS | 41.74 | 0.03 | +0.08% |
| Harbor Disciplined Bond ETF | |||
| XHYT | 34.86 | N/A | N/A |
| BondBloxx US HY Telecm Md Tech Sctr ETF | |||
| CNEQ | 34.82 | -0.30 | -0.85% |
| Alger Concentrated Equity ETF | |||
| YBTC | 35.95 | -0.82 | -2.23% |
| Roundhill Bitcoin Covered Cll Strat ETF | |||