JMVQX
Price
$37.09
Change
+$0.15 (+0.41%)
Updated
Jul 25 closing price
Net Assets
12.69B
MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
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JMVQX vs MVCAX

Header iconJMVQX vs MVCAX Comparison
Open Charts JMVQX vs MVCAXBanner chart's image
JPMorgan Mid Cap Value R4
Price$37.09
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets12.69B
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
JMVQX vs MVCAX Comparison Chart in %
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JMVQX vs. MVCAX commentary
Jul 27, 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 Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. JMVQX (12.7B). MVCAX pays higher dividends than JMVQX: MVCAX (0.87) vs JMVQX (0.83). 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 (28.00) and MVCAX (27.00) have comparable annual turnover. JMVQX has a lower initial minimum investment than MVCAX: JMVQX (0) vs MVCAX (1000). JMVQX annual gain was more profitable for investors over the last year : -0.08 vs. MVCAX (-1.70). MVCAX return over 5 years is better than : 54.59 vs. JMVQX (18.84).
JMVQXMVCAXJMVQX / MVCAX
Total Expense Ratio0.850.9986%
Annual Report Gross Expense Ratio0.941.0094%
Fund Existence9 years24 years-
Gain YTD4.0683.814107%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B17.3B73%
Annual Yield % from dividends0.830.8795%
Returns for 1 year-0.08-1.705%
Returns for 3 years3.6516.5422%
Returns for 5 years18.8454.5935%
Returns for 10 yearsN/A67.90-
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