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JMVSX vs MVCAX
JMVSX vs MVCAX Comparison
Open Charts JMVSX vs MVCAX
JPMorgan Mid Cap Value I
Price$32.41
Change-$4.65 (-12.55%)
VolumeN/A
Net Assets11.37B
JMVSX vs MVCAX Comparison Chart in %
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JMVSX vs. MVCAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. JMVSX (11.4B). MVCAX pays higher dividends than JMVSX: MVCAX (1.20) vs JMVSX (0.83). 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 : 1.90 vs. JMVSX (-11.02). MVCAX return over 5 years is better than : 23.95 vs. JMVSX (-11.80).
| 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 | 4.279 | 4.789 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 17.1B | 67% |
| Annual Yield % from dividends | 0.83 | 1.20 | 69% |
| Returns for 1 year | -11.02 | 1.90 | -581% |
| Returns for 3 years | -7.88 | 11.13 | -71% |
| Returns for 5 years | -11.80 | 23.95 | -49% |
| Returns for 10 years | 12.08 | 99.09 | 12% |
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