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JMVRX vs MVCAX
JMVRX vs MVCAX Comparison
Open Charts JMVRX vs MVCAX
JPMorgan Mid Cap Value R5
Price$37.71
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets11.95B
JMVRX vs MVCAX Comparison Chart in %
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JMVRX vs. MVCAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. JMVRX (11.9B). JMVRX pays higher dividends than MVCAX: JMVRX (0.92) vs MVCAX (0.84). 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 is a more actively managed with annual turnover of: 39.00 vs. MVCAX (27.00). JMVRX has a lower initial minimum investment than MVCAX: JMVRX (0) vs MVCAX (1000). MVCAX (-9.14) and JMVRX (-9.40) have marching annual gain over last year. MVCAX return over 5 years is better than : 44.40 vs. JMVRX (12.10).
| 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 | 2.864 | 3.585 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 16.9B | 70% |
| Annual Yield % from dividends | 0.92 | 0.84 | 110% |
| Returns for 1 year | -9.40 | -9.14 | 103% |
| Returns for 3 years | 6.53 | 20.07 | 33% |
| Returns for 5 years | 12.10 | 44.40 | 27% |
| Returns for 10 years | N/A | 70.98 | - |
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