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JCMVX vs MVCAX
JCMVX vs MVCAX Comparison
Open Charts JCMVX vs MVCAX
JCMVX vs MVCAX Comparison Chart in %
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JCMVX vs. MVCAX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. JCMVX (12B). MVCAX pays higher dividends than JCMVX: MVCAX (0.84) vs JCMVX (0.14). JCMVX was incepted earlier than MVCAX: JCMVX (24 years) vs MVCAX (24 years). JCMVX (1.70) is less costly to investors than MVCAX (1.00). JCMVX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (27.00). JCMVX (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. JCMVX (-11.25). MVCAX return over 5 years is better than : 44.40 vs. JCMVX (3.79).
| JCMVX | MVCAX | JCMVX / MVCAX | |
| Total Expense Ratio | 1.59 | 0.99 | 161% |
| Annual Report Gross Expense Ratio | 1.70 | 1.00 | 170% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 2.122 | 3.585 | 59% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 16.9B | 71% |
| Annual Yield % from dividends | 0.14 | 0.84 | 16% |
| Returns for 1 year | -11.25 | -9.14 | 123% |
| Returns for 3 years | 2.10 | 20.07 | 10% |
| Returns for 5 years | 3.79 | 44.40 | 9% |
| Returns for 10 years | -1.24 | 70.98 | -2% |
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