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JMVZX vs MVCAX
JMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAX
JPMorgan Mid Cap Value R2
Price$33.06
Change-$0.25 (-0.75%)
VolumeN/A
Net Assets12.2B
JMVZX vs MVCAX Comparison Chart in %
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JMVZX vs. MVCAX commentary
Sep 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 JMVZX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. JMVZX (12.2B). MVCAX pays higher dividends than JMVZX: MVCAX (0.84) vs JMVZX (0.48). 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 (-7.65) and JMVZX (-7.82) have marching annual gain over last year. MVCAX return over 5 years is better than : 54.73 vs. JMVZX (12.35).
| 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 | 2.682 | 3.227 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 17B | 72% |
| Annual Yield % from dividends | 0.48 | 0.84 | 57% |
| Returns for 1 year | -7.82 | -7.65 | 102% |
| Returns for 3 years | 6.54 | 25.99 | 25% |
| Returns for 5 years | 12.35 | 54.73 | 23% |
| Returns for 10 years | 6.67 | 82.31 | 8% |
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