JMVRX
Price
$38.18
Change
+$0.15 (+0.39%)
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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JMVRX vs MVCAX

Header iconJMVRX vs MVCAX Comparison
Open Charts JMVRX vs MVCAXBanner chart's image
JPMorgan Mid Cap Value R5
Price$38.18
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets12.69B
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
JMVRX vs MVCAX Comparison Chart in %
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JMVRX vs. MVCAX commentary
Jul 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 JMVRX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. JMVRX (12.7B). 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 : 0.36 vs. MVCAX (-1.70). MVCAX return over 5 years is better than : 54.59 vs. JMVRX (20.89).
JMVRXMVCAXJMVRX / MVCAX
Total Expense Ratio0.700.9971%
Annual Report Gross Expense Ratio0.791.0079%
Fund Existence9 years24 years-
Gain YTD4.1463.814109%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B17.3B73%
Annual Yield % from dividends0.950.87109%
Returns for 1 year0.36-1.70-21%
Returns for 3 years4.6816.5428%
Returns for 5 years20.8954.5938%
Returns for 10 yearsN/A67.90-
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