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JMVYX vs MVCAX
JMVYX vs MVCAX Comparison
Open Charts JMVYX vs MVCAX
JPMorgan Mid Cap Value R6
Price$33.25
Change-$4.66 (-12.29%)
VolumeN/A
Net Assets11.37B
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.
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).
| JMVYX | MVCAX | JMVYX / MVCAX | |
| Total Expense Ratio | 0.60 | 0.99 | 61% |
| Annual Report Gross Expense Ratio | 0.70 | 1.00 | 70% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 4.297 | 4.789 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 17.1B | 67% |
| Annual Yield % from dividends | 1.02 | 1.20 | 85% |
| Returns for 1 year | -10.38 | 1.90 | -548% |
| Returns for 3 years | -6.49 | 11.13 | -58% |
| Returns for 5 years | -9.90 | 23.95 | -41% |
| Returns for 10 years | N/A | 99.09 | - |
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