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JMVQX vs MVCAX
JMVQX vs MVCAX Comparison
Open Charts JMVQX vs MVCAX
JPMorgan Mid Cap Value R4
Price$32.04
Change-$4.69 (-12.77%)
VolumeN/A
Net Assets11.36B
JMVQX vs MVCAX Comparison Chart in %
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JMVQX 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 JMVQX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. JMVQX (11.4B). MVCAX pays higher dividends than JMVQX: MVCAX (1.20) vs JMVQX (0.86). JMVQX was incepted earlier than MVCAX: JMVQX (9 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than JMVQX (0.95). JMVQX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (24.00). JMVQX has a lower initial minimum investment than MVCAX: JMVQX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 1.90 vs. JMVQX (-11.21). MVCAX return over 5 years is better than : 23.95 vs. JMVQX (-12.30).
| JMVQX | MVCAX | JMVQX / MVCAX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.95 | 1.00 | 95% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 4.263 | 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 | 0.86 | 1.20 | 72% |
| Returns for 1 year | -11.21 | 1.90 | -591% |
| Returns for 3 years | -8.18 | 11.13 | -74% |
| Returns for 5 years | -12.30 | 23.95 | -51% |
| Returns for 10 years | N/A | 99.09 | - |
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