Interact to see
Advertisement
Advertisement
JMVSX vs MVCAX
JMVSX vs MVCAX Comparison
Open Charts JMVSX vs MVCAX
JPMorgan Mid Cap Value I
Price$37.05
Change-$0.35 (-0.94%)
VolumeN/A
Net Assets11.87B
JMVSX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVSX vs. MVCAX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JMVSX (11.9B). MVCAX (0.85) 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 is a more actively managed with annual turnover of: 39.00 vs. MVCAX (27.00). 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 : -9.14 vs. JMVSX (-10.27). MVCAX return over 5 years is better than : 38.31 vs. JMVSX (3.91).
| 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 | 3.976 | 5.117 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 16.8B | 71% |
| Annual Yield % from dividends | 0.82 | 0.85 | 96% |
| Returns for 1 year | -10.27 | -9.14 | 112% |
| Returns for 3 years | -0.81 | 12.45 | -6% |
| Returns for 5 years | 3.91 | 38.31 | 10% |
| Returns for 10 years | 13.40 | 76.71 | 17% |
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 % |
| BSMR | 23.67 | 0.03 | +0.13% |
| Invesco BulletShares 2027 Muncpl Bd ETF | |||
| USRD | 32.97 | N/A | N/A |
| Themes US R&D Champions ETF | |||
| SCDS | 59.48 | N/A | N/A |
| JPMorgan Fundamental Data Sci Sm Cor ETF | |||
| SUSC | 23.50 | -0.03 | -0.13% |
| iShares ESG USD Corporate Bond ETF | |||
| FCA | 29.63 | -0.10 | -0.32% |
| First Trust China AlphaDEX® ETF | |||