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JCMVX vs MVCAX
JCMVX vs MVCAX Comparison
Open Charts JCMVX vs MVCAX
JPMorgan Mid Cap Value C
Price$28.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.56B
JCMVX vs MVCAX Comparison Chart in %
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JCMVX vs. MVCAX commentary
Dec 28, 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 JCMVX is a Hold and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JCMVX (11.6B). MVCAX pays higher dividends than JCMVX: MVCAX (0.83) vs JCMVX (0.14). JCMVX was incepted earlier than MVCAX: JCMVX (25 years) vs MVCAX (24 years). JCMVX (1.71) is less costly to investors than MVCAX (1.00). JCMVX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (24.00). JCMVX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -1.74 vs. JCMVX (-15.52). MVCAX return over 5 years is better than : 23.93 vs. JCMVX (-16.64).
| JCMVX | MVCAX | JCMVX / MVCAX | |
| Total Expense Ratio | 1.59 | 0.99 | 161% |
| Annual Report Gross Expense Ratio | 1.71 | 1.00 | 171% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | -14.338 | -0.652 | 2,199% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 16.8B | 69% |
| Annual Yield % from dividends | 0.14 | 0.83 | 16% |
| Returns for 1 year | -15.52 | -1.74 | 891% |
| Returns for 3 years | -9.55 | 13.98 | -68% |
| Returns for 5 years | -16.64 | 23.93 | -70% |
| Returns for 10 years | -12.22 | 72.86 | -17% |
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