JMVPX
Price
$30.93
Change
-$4.70 (-13.19%)
Updated
Feb 3 closing price
Net Assets
11.37B
MVCAX
Price
$31.51
Change
-$0.46 (-1.44%)
Updated
Feb 3 closing price
Net Assets
17.11B
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JMVPX vs MVCAX

Header iconJMVPX vs MVCAX Comparison
Open Charts JMVPX vs MVCAXBanner chart's image
JPMorgan Mid Cap Value R3
Price$30.93
Change-$4.70 (-13.19%)
VolumeN/A
Net Assets11.37B
MFS Mid Cap Value A
Price$31.51
Change-$0.46 (-1.44%)
VolumeN/A
Net Assets17.11B
JMVPX vs MVCAX Comparison Chart in %
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JMVPX vs. MVCAX commentary
Feb 05, 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 JMVPX is a Hold and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. JMVPX (11.4B). MVCAX pays higher dividends than JMVPX: MVCAX (1.20) vs JMVPX (0.68). 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 : 1.90 vs. JMVPX (-11.98). MVCAX return over 5 years is better than : 23.95 vs. JMVPX (-14.53).
JMVPXMVCAXJMVPX / MVCAX
Total Expense Ratio1.100.99111%
Annual Report Gross Expense Ratio1.201.00120%
Fund Existence9 years24 years-
Gain YTD4.2474.78989%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.4B17.1B67%
Annual Yield % from dividends0.681.2057%
Returns for 1 year-11.981.90-632%
Returns for 3 years-9.8511.13-89%
Returns for 5 years-14.5323.95-61%
Returns for 10 yearsN/A99.09-
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