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JMVZX vs MVCAX
JMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAX
JPMorgan Mid Cap Value R2
Price$33.20
Change+$0.15 (+0.45%)
VolumeN/A
Net Assets12B
JMVZX vs MVCAX Comparison Chart in %
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JMVZX vs. MVCAX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. JMVZX (12B). 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 is a more actively managed with annual turnover of: 39.00 vs. MVCAX (27.00). 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 : -9.14 vs. JMVZX (-11.14). MVCAX return over 5 years is better than : 44.40 vs. JMVZX (4.18).
| 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 | 2.343 | 3.585 | 65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 16.9B | 71% |
| Annual Yield % from dividends | 0.48 | 0.84 | 57% |
| Returns for 1 year | -11.14 | -9.14 | 122% |
| Returns for 3 years | 2.07 | 20.07 | 10% |
| Returns for 5 years | 4.18 | 44.40 | 9% |
| Returns for 10 years | -0.15 | 70.98 | -0% |
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