JMVYX
Price
$38.26
Change
+$0.15 (+0.39%)
Updated
Jul 25 closing price
Net Assets
12.69B
MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
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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$38.26
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets12.69B
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
JMVYX vs MVCAX Comparison Chart in %
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JMVYX 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 JMVYX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. JMVYX (12.7B). JMVYX pays higher dividends than MVCAX: JMVYX (1.04) vs MVCAX (0.87). 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 : 0.49 vs. MVCAX (-1.70). MVCAX return over 5 years is better than : 54.59 vs. JMVYX (21.46).
JMVYXMVCAXJMVYX / MVCAX
Total Expense Ratio0.600.9961%
Annual Report Gross Expense Ratio0.691.0069%
Fund Existence9 years24 years-
Gain YTD4.1943.814110%
Front LoadN/A6%-
Min. Initial Investment1500000010001,500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B17.3B73%
Annual Yield % from dividends1.040.87119%
Returns for 1 year0.49-1.70-29%
Returns for 3 years4.9416.5430%
Returns for 5 years21.4654.5939%
Returns for 10 yearsN/A67.90-
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