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JAMCX vs MVCAX
JAMCX vs MVCAX Comparison
Open Charts JAMCX vs MVCAX
JPMorgan Mid Cap Value A
Price$31.57
Change-$4.65 (-12.84%)
VolumeN/A
Net Assets11.36B
JAMCX vs MVCAX Comparison Chart in %
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JAMCX vs. MVCAX commentary
Feb 04, 2026
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: 17.1B vs. JAMCX (11.4B). MVCAX pays higher dividends than JAMCX: MVCAX (1.20) vs JAMCX (0.64). JAMCX was incepted earlier than MVCAX: JAMCX (25 years) vs MVCAX (24 years). JAMCX (1.21) is less costly to investors than MVCAX (1.00). JAMCX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (24.00). 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 : 1.90 vs. JAMCX (-11.66). MVCAX return over 5 years is better than : 23.95 vs. JAMCX (-13.73).
| JAMCX | MVCAX | JAMCX / MVCAX | |
| Total Expense Ratio | 1.09 | 0.99 | 110% |
| Annual Report Gross Expense Ratio | 1.21 | 1.00 | 121% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 4.260 | 4.789 | 89% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 17.1B | 67% |
| Annual Yield % from dividends | 0.64 | 1.20 | 53% |
| Returns for 1 year | -11.66 | 1.90 | -615% |
| Returns for 3 years | -9.29 | 11.13 | -83% |
| Returns for 5 years | -13.73 | 23.95 | -57% |
| Returns for 10 years | 8.16 | 99.09 | 8% |
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