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JAMCX vs MVCAX
JAMCX vs MVCAX Comparison
Open Charts JAMCX vs MVCAX
JPMorgan Mid Cap Value A
Price$31.46
Change+$0.23 (+0.74%)
VolumeN/A
Net Assets11.56B
JAMCX vs MVCAX Comparison Chart in %
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JAMCX vs. MVCAX commentary
Jan 15, 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 (11.6B). MVCAX pays higher dividends than JAMCX: MVCAX (1.24) vs JAMCX (0.66). 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 : 3.14 vs. JAMCX (-10.11). MVCAX return over 5 years is better than : 21.31 vs. JAMCX (-14.86).
| 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 | 3.137 | 3.525 | 89% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 17.1B | 68% |
| Annual Yield % from dividends | 0.66 | 1.24 | 53% |
| Returns for 1 year | -10.11 | 3.14 | -322% |
| Returns for 3 years | -7.91 | 12.04 | -66% |
| Returns for 5 years | -14.86 | 21.31 | -70% |
| Returns for 10 years | 8.64 | 99.13 | 9% |
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