JMVYX
Price
$33.25
Change
-$4.66 (-12.29%)
Updated
Feb 3 closing price
Net Assets
11.37B
MVCAX
Price
$31.51
Change
-$0.46 (-1.44%)
Updated
Feb 3 closing price
Net Assets
17.11B
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JMVYX vs MVCAX

Header iconJMVYX vs MVCAX Comparison
Open Charts JMVYX vs MVCAXBanner chart's image
JPMorgan Mid Cap Value R6
Price$33.25
Change-$4.66 (-12.29%)
VolumeN/A
Net Assets11.37B
MFS Mid Cap Value A
Price$31.51
Change-$0.46 (-1.44%)
VolumeN/A
Net Assets17.11B
JMVYX vs MVCAX Comparison Chart in %
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JMVYX vs. MVCAX commentary
Feb 05, 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 JMVYX is a Hold and MVCAX is a Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. JMVYX (11.4B). MVCAX pays higher dividends than JMVYX: MVCAX (1.20) vs JMVYX (1.02). JMVYX was incepted earlier than MVCAX: JMVYX (9 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than JMVYX (0.70). JMVYX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than JMVYX: MVCAX (1000) vs JMVYX (15000000). MVCAX annual gain was more profitable for investors over the last year : 1.90 vs. JMVYX (-10.38). MVCAX return over 5 years is better than : 23.95 vs. JMVYX (-9.90).
JMVYXMVCAXJMVYX / MVCAX
Total Expense Ratio0.600.9961%
Annual Report Gross Expense Ratio0.701.0070%
Fund Existence9 years24 years-
Gain YTD4.2974.78990%
Front LoadN/A6%-
Min. Initial Investment1500000010001,500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.4B17.1B67%
Annual Yield % from dividends1.021.2085%
Returns for 1 year-10.381.90-548%
Returns for 3 years-6.4911.13-58%
Returns for 5 years-9.9023.95-41%
Returns for 10 yearsN/A99.09-
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