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JMVZX vs MVCAX
JMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAX
JPMorgan Mid Cap Value R2
Price$28.49
Change-$4.81 (-14.44%)
VolumeN/A
Net Assets11.36B
JMVZX vs MVCAX Comparison Chart in %
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JMVZX vs. MVCAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. JMVZX (11.4B). MVCAX pays higher dividends than JMVZX: MVCAX (1.20) vs JMVZX (0.57). 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 : 1.90 vs. JMVZX (-13.49). MVCAX return over 5 years is better than : 23.95 vs. JMVZX (-18.53).
| 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 | 4.206 | 4.789 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 17.1B | 67% |
| Annual Yield % from dividends | 0.57 | 1.20 | 47% |
| Returns for 1 year | -13.49 | 1.90 | -711% |
| Returns for 3 years | -12.70 | 11.13 | -114% |
| Returns for 5 years | -18.53 | 23.95 | -77% |
| Returns for 10 years | -0.13 | 99.09 | -0% |
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