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JMVRX vs MVCAX
JMVRX vs MVCAX Comparison
Open Charts JMVRX vs MVCAX
JPMorgan Mid Cap Value R5
Price$32.41
Change-$0.21 (-0.64%)
VolumeN/A
Net Assets11.66B
JMVRX vs MVCAX Comparison Chart in %
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JMVRX vs. MVCAX commentary
Dec 14, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. JMVRX (11.7B). JMVRX pays higher dividends than MVCAX: JMVRX (0.91) vs MVCAX (0.83). 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 : -4.12 vs. JMVRX (-22.63). MVCAX return over 5 years is better than : 27.20 vs. JMVRX (-7.43).
| 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 | -11.020 | 0.196 | -5,635% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 17B | 69% |
| Annual Yield % from dividends | 0.91 | 0.83 | 109% |
| Returns for 1 year | -22.63 | -4.12 | 550% |
| Returns for 3 years | -14.80 | 12.85 | -115% |
| Returns for 5 years | -7.43 | 27.20 | -27% |
| Returns for 10 years | N/A | 72.41 | - |
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