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JMVSX vs MVCAX
JMVSX vs MVCAX Comparison
Open Charts JMVSX vs MVCAX
JPMorgan Mid Cap Value I
Price$36.83
Change-$0.25 (-0.67%)
VolumeN/A
Net Assets12.36B
JMVSX vs MVCAX Comparison Chart in %
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JMVSX vs. MVCAX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. JMVSX (12.4B). MVCAX (0.86) and JMVSX (0.82) 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 (0.94). JMVSX (28.00) and MVCAX (27.00) have comparable annual turnover. MVCAX has a lower initial minimum investment than JMVSX: MVCAX (1000) vs JMVSX (1000000). JMVSX annual gain was more profitable for investors over the last year : -3.26 vs. MVCAX (-3.52). MVCAX return over 5 years is better than : 47.65 vs. JMVSX (12.53).
| JMVSX | MVCAX | JMVSX / MVCAX | |
| Total Expense Ratio | 0.84 | 0.99 | 85% |
| Annual Report Gross Expense Ratio | 0.94 | 1.00 | 94% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 2.391 | 3.325 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 17.1B | 73% |
| Annual Yield % from dividends | 0.82 | 0.86 | 95% |
| Returns for 1 year | -3.26 | -3.52 | 93% |
| Returns for 3 years | -5.98 | 6.81 | -88% |
| Returns for 5 years | 12.53 | 47.65 | 26% |
| Returns for 10 years | 3.75 | 63.09 | 6% |
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