JMVZX
Price
$33.29
Change
+$0.13 (+0.39%)
Updated
Jul 3 closing price
Net Assets
12.8B
MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
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JMVZX vs MVCAX

Header iconJMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAXBanner chart's image
JPMorgan Mid Cap Value R2
Price$33.29
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets12.8B
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
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.

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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).
JMVZXMVCAXJMVZX / MVCAX
Total Expense Ratio1.350.99136%
Annual Report Gross Expense Ratio1.461.00146%
Fund Existence17 years24 years-
Gain YTD2.6202.93489%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.8B17.3B74%
Annual Yield % from dividends0.490.8756%
Returns for 1 year0.981.0990%
Returns for 3 years1.5518.708%
Returns for 5 years14.9360.3925%
Returns for 10 years-3.4864.61-5%
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