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JMVPX vs MVCAX
JMVPX vs MVCAX Comparison
Open Charts JMVPX vs MVCAX
JPMorgan Mid Cap Value R3
Price$35.42
Change-$0.24 (-0.67%)
VolumeN/A
Net Assets12.36B
JMVPX vs MVCAX Comparison Chart in %
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JMVPX vs. MVCAX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. JMVPX (12.4B). MVCAX pays higher dividends than JMVPX: MVCAX (0.86) vs JMVPX (0.64). 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). MVCAX annual gain was more profitable for investors over the last year : -3.52 vs. JMVPX (-3.88). MVCAX return over 5 years is better than : 47.65 vs. JMVPX (9.78).
| 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 | 3.325 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 17.1B | 73% |
| Annual Yield % from dividends | 0.64 | 0.86 | 74% |
| Returns for 1 year | -3.88 | -3.52 | 110% |
| Returns for 3 years | -7.32 | 6.81 | -107% |
| Returns for 5 years | 9.78 | 47.65 | 21% |
| Returns for 10 years | N/A | 63.09 | - |
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