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JMVZX vs MVCAX
JMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAX
JPMorgan Mid Cap Value R2
Price$27.67
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets11.57B
JMVZX vs MVCAX Comparison Chart in %
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JMVZX vs. MVCAX commentary
Dec 25, 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 JMVZX is a Hold and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JMVZX (11.6B). MVCAX pays higher dividends than JMVZX: MVCAX (0.83) vs JMVZX (0.47). JMVZX was incepted earlier than MVCAX: JMVZX (17 years) vs MVCAX (24 years). JMVZX (1.48) is less costly to investors than MVCAX (1.00). JMVZX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (24.00). JMVZX has a lower initial minimum investment than MVCAX: JMVZX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -1.61 vs. JMVZX (-15.74). MVCAX return over 5 years is better than : 23.93 vs. JMVZX (-16.92).
| JMVZX | MVCAX | JMVZX / MVCAX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.48 | 1.00 | 148% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -14.704 | -0.652 | 2,256% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 16.8B | 69% |
| Annual Yield % from dividends | 0.47 | 0.83 | 57% |
| Returns for 1 year | -15.74 | -1.61 | 975% |
| Returns for 3 years | -9.38 | 14.27 | -66% |
| Returns for 5 years | -16.92 | 23.93 | -71% |
| Returns for 10 years | -11.03 | 73.69 | -15% |
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