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JMVRX vs MVCAX
JMVRX vs MVCAX Comparison
Open Charts JMVRX vs MVCAX
JPMorgan Mid Cap Value R5
Price$33.18
Change-$4.64 (-12.27%)
VolumeN/A
Net Assets11.36B
JMVRX vs MVCAX Comparison Chart in %
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JMVRX vs. MVCAX commentary
Feb 04, 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 JMVRX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. JMVRX (11.4B). MVCAX pays higher dividends than JMVRX: MVCAX (1.20) vs JMVRX (0.94). JMVRX was incepted earlier than MVCAX: JMVRX (9 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than JMVRX (0.80). JMVRX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (24.00). JMVRX has a lower initial minimum investment than MVCAX: JMVRX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 1.90 vs. JMVRX (-10.51). MVCAX return over 5 years is better than : 23.95 vs. JMVRX (-10.36).
| JMVRX | MVCAX | JMVRX / MVCAX | |
| Total Expense Ratio | 0.70 | 0.99 | 71% |
| Annual Report Gross Expense Ratio | 0.80 | 1.00 | 80% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 4.307 | 4.789 | 90% |
| 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 | 0.94 | 1.20 | 78% |
| Returns for 1 year | -10.51 | 1.90 | -554% |
| Returns for 3 years | -6.83 | 11.13 | -61% |
| Returns for 5 years | -10.36 | 23.95 | -43% |
| Returns for 10 years | N/A | 99.09 | - |
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