Interact to see
Advertisement
Advertisement
JMVYX vs MVCAX
JMVYX vs MVCAX Comparison
Open Charts JMVYX vs MVCAX
JPMorgan Mid Cap Value R6
Price$37.58
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets12.36B
JMVYX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVYX vs. MVCAX commentary
Aug 19, 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 JMVYX is a StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. JMVYX (12.4B). JMVYX pays higher dividends than MVCAX: JMVYX (1.03) vs MVCAX (0.86). JMVYX was incepted earlier than MVCAX: JMVYX (9 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than JMVYX (0.69). JMVYX (28.00) and MVCAX (27.00) have comparable annual turnover. MVCAX has a lower initial minimum investment than JMVYX: MVCAX (1000) vs JMVYX (15000000). JMVYX annual gain was more profitable for investors over the last year : -3.31 vs. MVCAX (-3.87). MVCAX return over 5 years is better than : 49.43 vs. JMVYX (16.20).
| JMVYX | MVCAX | JMVYX / MVCAX | |
| Total Expense Ratio | 0.60 | 0.99 | 61% |
| Annual Report Gross Expense Ratio | 0.69 | 1.00 | 69% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 2.342 | 3.162 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 17.1B | 73% |
| Annual Yield % from dividends | 1.03 | 0.86 | 119% |
| Returns for 1 year | -3.31 | -3.87 | 85% |
| Returns for 3 years | -3.74 | 8.25 | -45% |
| Returns for 5 years | 16.20 | 49.43 | 33% |
| Returns for 10 years | N/A | 71.66 | - |
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 % |
| ECOW | 23.50 | 0.08 | +0.36% |
| Pacer Emerging Markets Cash Cows 100 ETF | |||
| WFH | 66.73 | 0.09 | +0.14% |
| Direxion Work From Home ETF | |||
| RDVI | 25.18 | 0.01 | +0.04% |
| FT Vest Ris Div Ach Trg Inc ETF | |||
| VKI | 8.29 | -0.04 | -0.53% |
| Invesco Advantage Municipal Income Trust II | |||
| PYT | 22.91 | -0.63 | -2.68% |
| Merrill Lynch Depositor PPLUS Floating Rate Call TR Cert Ser GSC-2(Goldman Sachs) | |||