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JMVPX vs MVCAX
JMVPX vs MVCAX Comparison
Open Charts JMVPX vs MVCAX
JPMorgan Mid Cap Value R3
Price$30.93
Change-$4.70 (-13.19%)
VolumeN/A
Net Assets11.37B
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.
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).
| 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 | 4.247 | 4.789 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 17.1B | 67% |
| Annual Yield % from dividends | 0.68 | 1.20 | 57% |
| Returns for 1 year | -11.98 | 1.90 | -632% |
| Returns for 3 years | -9.85 | 11.13 | -89% |
| Returns for 5 years | -14.53 | 23.95 | -61% |
| Returns for 10 years | N/A | 99.09 | - |
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