Interact to see
Advertisement
Advertisement
JMVRX vs MVCAX
JMVRX vs MVCAX Comparison
Open Charts JMVRX vs MVCAX
JPMorgan Mid Cap Value R5
Price$37.75
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets12.8B
JMVRX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. MVCAX commentary
Jul 06, 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 JMVRX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. JMVRX (12.8B). JMVRX pays higher dividends than MVCAX: JMVRX (0.95) vs MVCAX (0.87). JMVRX was incepted earlier than MVCAX: JMVRX (9 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than JMVRX (0.79). JMVRX (28.00) and MVCAX (27.00) have comparable annual turnover. JMVRX has a lower initial minimum investment than MVCAX: JMVRX (0) vs MVCAX (1000). JMVRX annual gain was more profitable for investors over the last year : 2.98 vs. MVCAX (1.09). MVCAX return over 5 years is better than : 60.39 vs. JMVRX (23.69).
| JMVRX | MVCAX | JMVRX / MVCAX | |
| Total Expense Ratio | 0.70 | 0.99 | 71% |
| Annual Report Gross Expense Ratio | 0.79 | 1.00 | 79% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 2.973 | 2.934 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 17.3B | 74% |
| Annual Yield % from dividends | 0.95 | 0.87 | 109% |
| Returns for 1 year | 2.98 | 1.09 | 273% |
| Returns for 3 years | 6.00 | 18.70 | 32% |
| Returns for 5 years | 23.69 | 60.39 | 39% |
| Returns for 10 years | N/A | 64.61 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BTA | 9.26 | 0.11 | +1.20% |
| Blackrock Long-Term Municipal Advantage Trust | |||
| TDIV | 92.32 | 0.70 | +0.76% |
| First Trust NASDAQ Technology Div ETF | |||
| JIVE | 69.81 | 0.25 | +0.37% |
| JPMorgan International Value ETF | |||
| NUMI | 24.37 | N/A | N/A |
| Nuveen Municipal Income ETF | |||
| UST | 42.63 | -0.34 | -0.79% |
| ProShares Ultra 7-10 Year Treasury | |||