Interact to see
Advertisement
Advertisement
JMVSX vs MVCAX
JMVSX vs MVCAX Comparison
Open Charts JMVSX vs MVCAX
JPMorgan Mid Cap Value I
Price$37.43
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets12.69B
JMVSX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVSX vs. MVCAX commentary
Jul 27, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. JMVSX (12.7B). MVCAX (0.87) and JMVSX (0.83) 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 : 0.03 vs. MVCAX (-1.70). MVCAX return over 5 years is better than : 54.59 vs. JMVSX (19.31).
| 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 | 4.059 | 3.814 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 17.3B | 73% |
| Annual Yield % from dividends | 0.83 | 0.87 | 95% |
| Returns for 1 year | 0.03 | -1.70 | -2% |
| Returns for 3 years | 3.94 | 16.54 | 24% |
| Returns for 5 years | 19.31 | 54.59 | 35% |
| Returns for 10 years | 7.36 | 67.90 | 11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ERY | 21.62 | 0.18 | +0.84% |
| Direxion Daily Energy Bear 2X ETF | |||
| FLRN | 30.85 | 0.03 | +0.10% |
| SPDR® Blmbg Inv Grd Flt Rt ETF | |||
| NAIL | 62.58 | N/A | N/A |
| Direxion Daily Hmbldrs&Supls Bull 3X ETF | |||
| SOVF | 30.18 | N/A | N/A |
| Sovereign's Capital Flourish Fund | |||
| APOC | 25.65 | N/A | N/A |
| Innovator Eq Dfnd Prt ETF - 6 Mo Apr/Oct | |||