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JMVQX vs MVCAX
JMVQX vs MVCAX Comparison
Open Charts JMVQX vs MVCAX
JPMorgan Mid Cap Value R4
Price$36.50
Change-$0.24 (-0.65%)
VolumeN/A
Net Assets12.36B
JMVQX vs MVCAX Comparison Chart in %
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JMVQX 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 JMVQX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. JMVQX (12.4B). MVCAX (0.86) and JMVQX (0.82) 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 (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 (-3.35) and MVCAX (-3.52) have marching annual gain over last year. MVCAX return over 5 years is better than : 47.65 vs. JMVQX (12.11).
| 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 | 2.413 | 3.325 | 73% |
| 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 | 0.82 | 0.86 | 95% |
| Returns for 1 year | -3.35 | -3.52 | 95% |
| Returns for 3 years | -6.22 | 6.81 | -91% |
| Returns for 5 years | 12.11 | 47.65 | 25% |
| Returns for 10 years | N/A | 63.09 | - |
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