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JMVSX vs MVCAX
JMVSX vs MVCAX Comparison
Open Charts JMVSX vs MVCAX
JPMorgan Mid Cap Value I
Price$31.46
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets11.56B
JMVSX vs MVCAX Comparison Chart in %
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JMVSX vs. MVCAX commentary
Dec 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 JMVSX is a Hold and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JMVSX (11.6B). MVCAX (0.83) and JMVSX (0.80) have matching dividends . JMVSX was incepted earlier than MVCAX: JMVSX (24 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than JMVSX (0.95). JMVSX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than JMVSX: MVCAX (1000) vs JMVSX (1000000). MVCAX annual gain was more profitable for investors over the last year : -1.74 vs. JMVSX (-13.74). MVCAX return over 5 years is better than : 23.93 vs. JMVSX (-10.32).
| JMVSX | MVCAX | JMVSX / MVCAX | |
| Total Expense Ratio | 0.84 | 0.99 | 85% |
| Annual Report Gross Expense Ratio | 0.95 | 1.00 | 95% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -12.538 | -0.652 | 1,923% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 16.8B | 69% |
| Annual Yield % from dividends | 0.80 | 0.83 | 96% |
| Returns for 1 year | -13.74 | -1.74 | 789% |
| Returns for 3 years | -4.97 | 13.98 | -36% |
| Returns for 5 years | -10.32 | 23.93 | -43% |
| Returns for 10 years | -1.20 | 72.86 | -2% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VALQ | 67.01 | 0.03 | +0.05% |
| American Century® U.S. Quality Value ETF | |||
| GEOA | 33.24 | -0.03 | -0.10% |
| WisdomTree GeoAlpha Opportunities Fund | |||
| PWB | 129.53 | -0.30 | -0.23% |
| Invesco Large Cap Growth ETF | |||
| RSF | 14.40 | -0.04 | -0.28% |
| RiverNorth Capital and Income Fund | |||
| QDVO | 29.54 | -0.11 | -0.37% |
| Amplify CWP Growth & Income ETF | |||