Interact to see
Advertisement
Advertisement
JCMVX vs MVCAX
JCMVX vs MVCAX Comparison
Open Charts JCMVX vs MVCAX
JPMorgan Mid Cap Value C
Price$29.09
Change-$4.71 (-13.93%)
VolumeN/A
Net Assets11.37B
JCMVX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JCMVX 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 JCMVX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. JCMVX (11.4B). MVCAX pays higher dividends than JCMVX: MVCAX (1.20) vs JCMVX (0.28). 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 : 1.90 vs. JCMVX (-13.43). MVCAX return over 5 years is better than : 23.95 vs. JCMVX (-18.57).
| 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 | 4.191 | 4.789 | 88% |
| Front Load | N/A | 6% | - |
| 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 | 0.28 | 1.20 | 23% |
| Returns for 1 year | -13.43 | 1.90 | -708% |
| Returns for 3 years | -12.90 | 11.13 | -116% |
| Returns for 5 years | -18.57 | 23.95 | -78% |
| Returns for 10 years | -1.07 | 99.09 | -1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| REFGX | 9.12 | 0.08 | +0.88% |
| Emerging Markets Equities Fund R-6 | |||
| VIVAX | 79.00 | 0.40 | +0.51% |
| Vanguard Value Index Inv | |||
| FLIIX | 12.08 | N/A | N/A |
| First Sentier Global Listed Infras I | |||
| AWAYX | 24.31 | -0.10 | -0.41% |
| AB Wealth Appreciation Strategy Advisor | |||
| KAUCX | 3.47 | -0.05 | -1.42% |
| Federated Hermes Kaufmann C | |||