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JMVPX vs MVCAX
JMVPX vs MVCAX Comparison
Open Charts JMVPX vs MVCAX
JPMorgan Mid Cap Value R3
Price$30.04
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets11.56B
JMVPX vs MVCAX Comparison Chart in %
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JMVPX 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 JMVPX is a Hold and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JMVPX (11.6B). MVCAX pays higher dividends than JMVPX: MVCAX (0.83) vs JMVPX (0.62). JMVPX was incepted earlier than MVCAX: JMVPX (9 years) vs MVCAX (24 years). JMVPX (1.20) is less costly to investors than MVCAX (1.00). JMVPX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (24.00). JMVPX has a lower initial minimum investment than MVCAX: JMVPX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -1.74 vs. JMVPX (-14.51). MVCAX return over 5 years is better than : 23.93 vs. JMVPX (-12.93).
| JMVPX | MVCAX | JMVPX / MVCAX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.20 | 1.00 | 120% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -13.304 | -0.652 | 2,041% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 16.8B | 69% |
| Annual Yield % from dividends | 0.62 | 0.83 | 74% |
| Returns for 1 year | -14.51 | -1.74 | 834% |
| Returns for 3 years | -6.80 | 13.98 | -49% |
| Returns for 5 years | -12.93 | 23.93 | -54% |
| Returns for 10 years | N/A | 72.86 | - |
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