Interact to see
Advertisement
Advertisement
JMVZX vs MVCAX
JMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAX
JPMorgan Mid Cap Value R2
Price$28.40
Change+$0.21 (+0.74%)
VolumeN/A
Net Assets11.55B
JMVZX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVZX vs. MVCAX commentary
Jan 15, 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 (11.6B). MVCAX pays higher dividends than JMVZX: MVCAX (1.24) vs JMVZX (0.59). 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 : 2.50 vs. JMVZX (-12.34). MVCAX return over 5 years is better than : 22.73 vs. JMVZX (-18.51).
| 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 | 3.877 | 3.991 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 17.1B | 68% |
| Annual Yield % from dividends | 0.59 | 1.24 | 47% |
| Returns for 1 year | -12.34 | 2.50 | -494% |
| Returns for 3 years | -10.73 | 12.55 | -85% |
| Returns for 5 years | -18.51 | 22.73 | -81% |
| Returns for 10 years | 1.04 | 100.02 | 1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TPSC | 43.55 | 0.27 | +0.63% |
| Timothy Plan US Small Cap Core ETF | |||
| LTTI | 19.24 | 0.09 | +0.49% |
| FT Vest 20+ Year Treasury & Target Income ETF | |||
| ELFY | 37.03 | 0.14 | +0.39% |
| ALPS Electrification Infrastructure ETF | |||
| EVLN | 49.56 | -0.02 | -0.04% |
| Eaton Vance Floating-Rate ETF | |||
| TRND | 34.42 | -0.07 | -0.21% |
| Pacer Trendpilot Fund of Funds ETF | |||