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JAMCX vs MVCAX
JAMCX vs MVCAX Comparison
Open Charts JAMCX vs MVCAX
JPMorgan Mid Cap Value A
Price$30.75
Change-$0.19 (-0.61%)
VolumeN/A
Net Assets11.66B
JAMCX vs MVCAX Comparison Chart in %
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JAMCX vs. MVCAX commentary
Dec 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. JAMCX (11.7B). MVCAX pays higher dividends than JAMCX: MVCAX (0.83) vs JAMCX (0.60). 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 : -4.12 vs. JAMCX (-23.94). MVCAX return over 5 years is better than : 27.20 vs. JAMCX (-10.94).
| 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 | -12.152 | 0.196 | -6,214% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 17B | 69% |
| Annual Yield % from dividends | 0.60 | 0.83 | 73% |
| Returns for 1 year | -23.94 | -4.12 | 582% |
| Returns for 3 years | -17.03 | 12.85 | -133% |
| Returns for 5 years | -10.94 | 27.20 | -40% |
| Returns for 10 years | -0.84 | 72.41 | -1% |
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