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JMVZX vs MVCAX
JMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAX
JPMorgan Mid Cap Value R2
Price$33.29
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets12.8B
JMVZX vs MVCAX Comparison Chart in %
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JMVZX vs. MVCAX commentary
Jul 07, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. JMVZX (12.8B). MVCAX pays higher dividends than JMVZX: MVCAX (0.87) vs JMVZX (0.49). JMVZX was incepted earlier than MVCAX: JMVZX (17 years) vs MVCAX (24 years). JMVZX (1.46) is less costly to investors than MVCAX (1.00). JMVZX (28.00) and MVCAX (27.00) have comparable annual turnover. 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 : 1.09 vs. JMVZX (0.98). MVCAX return over 5 years is better than : 60.39 vs. JMVZX (14.93).
| JMVZX | MVCAX | JMVZX / MVCAX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.46 | 1.00 | 146% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 2.620 | 2.934 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 17.3B | 74% |
| Annual Yield % from dividends | 0.49 | 0.87 | 56% |
| Returns for 1 year | 0.98 | 1.09 | 90% |
| Returns for 3 years | 1.55 | 18.70 | 8% |
| Returns for 5 years | 14.93 | 60.39 | 25% |
| Returns for 10 years | -3.48 | 64.61 | -5% |
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