Interact to see
Advertisement
Advertisement
JMVQX vs MVCAX
JMVQX vs MVCAX Comparison
Open Charts JMVQX vs MVCAX
JPMorgan Mid Cap Value R4
Price$31.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.56B
JMVQX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVQX vs. MVCAX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JMVQX (11.6B). MVCAX (0.83) and JMVQX (0.80) 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 (0.95). 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 : -1.74 vs. JMVQX (-13.95). MVCAX return over 5 years is better than : 23.93 vs. JMVQX (-10.86).
| 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 | -12.738 | -0.652 | 1,954% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 16.8B | 69% |
| Annual Yield % from dividends | 0.80 | 0.83 | 96% |
| Returns for 1 year | -13.95 | -1.74 | 801% |
| Returns for 3 years | -5.33 | 13.98 | -38% |
| Returns for 5 years | -10.86 | 23.93 | -45% |
| Returns for 10 years | N/A | 72.86 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers