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JMVPX vs MVCAX
JMVPX vs MVCAX Comparison
Open Charts JMVPX vs MVCAX
JPMorgan Mid Cap Value R3
Price$33.88
Change-$0.46 (-1.34%)
VolumeN/A
Net Assets12.24B
JMVPX vs MVCAX Comparison Chart
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JMVPX vs. MVCAX commentary
Jun 15, 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 JMVPX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. JMVPX (12.2B). MVCAX pays higher dividends than JMVPX: MVCAX (0.89) vs JMVPX (0.66). JMVPX was incepted earlier than MVCAX: JMVPX (9 years) vs MVCAX (24 years). JMVPX (1.19) is less costly to investors than MVCAX (1.00). JMVPX (28.00) and MVCAX (27.00) have comparable annual turnover. JMVPX has a lower initial minimum investment than MVCAX: JMVPX (0) vs MVCAX (1000). JMVPX annual gain was more profitable for investors over the last year : -3.92 vs. MVCAX (-4.53). MVCAX return over 5 years is better than : 51.98 vs. JMVPX (12.88).
| JMVPX | MVCAX | JMVPX / MVCAX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.19 | 1.00 | 119% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -2.222 | -2.086 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 16.6B | 73% |
| Annual Yield % from dividends | 0.66 | 0.89 | 73% |
| Returns for 1 year | -3.92 | -4.53 | 86% |
| Returns for 3 years | -0.62 | 13.00 | -5% |
| Returns for 5 years | 12.88 | 51.98 | 25% |
| Returns for 10 years | N/A | 53.51 | - |
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