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JMVQX vs MVCAX
JMVQX vs MVCAX Comparison
Open Charts JMVQX vs MVCAX
JPMorgan Mid Cap Value R4
Price$36.62
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets12B
JMVQX vs MVCAX Comparison Chart in %
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JMVQX vs. MVCAX commentary
Oct 21, 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 JMVQX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. JMVQX (12B). MVCAX (0.84) and JMVQX (0.81) have matching dividends . JMVQX was incepted earlier than MVCAX: JMVQX (9 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than JMVQX (0.94). JMVQX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (27.00). 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 : -9.14 vs. JMVQX (-9.80). MVCAX return over 5 years is better than : 44.40 vs. JMVQX (10.20).
| JMVQX | MVCAX | JMVQX / MVCAX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.94 | 1.00 | 94% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 2.750 | 3.585 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 16.9B | 71% |
| Annual Yield % from dividends | 0.81 | 0.84 | 96% |
| Returns for 1 year | -9.80 | -9.14 | 107% |
| Returns for 3 years | 5.48 | 20.07 | 27% |
| Returns for 5 years | 10.20 | 44.40 | 23% |
| Returns for 10 years | N/A | 70.98 | - |
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