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JMVYX vs MVCAX
JMVYX vs MVCAX Comparison
Open Charts JMVYX vs MVCAX
JPMorgan Mid Cap Value R6
Price$37.80
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets12B
JMVYX vs MVCAX Comparison Chart in %
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JMVYX vs. MVCAX commentary
Oct 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. JMVYX (12B). JMVYX pays higher dividends than MVCAX: JMVYX (1.01) vs MVCAX (0.84). 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 is a more actively managed with annual turnover of: 39.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than JMVYX: MVCAX (1000) vs JMVYX (15000000). MVCAX (-9.14) and JMVYX (-9.29) have marching annual gain over last year. MVCAX return over 5 years is better than : 44.40 vs. JMVYX (12.63).
| 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 | 2.941 | 3.585 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 16.9B | 71% |
| Annual Yield % from dividends | 1.01 | 0.84 | 120% |
| Returns for 1 year | -9.29 | -9.14 | 102% |
| Returns for 3 years | 6.79 | 20.07 | 34% |
| Returns for 5 years | 12.63 | 44.40 | 28% |
| Returns for 10 years | N/A | 70.98 | - |
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