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JMVZX vs MVCAX
JMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAX
JPMorgan Mid Cap Value R2
Price$33.27
Change-$0.32 (-0.95%)
VolumeN/A
Net Assets11.87B
JMVZX vs MVCAX Comparison Chart in %
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JMVZX vs. MVCAX commentary
Nov 14, 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: 16.8B vs. JMVZX (11.9B). MVCAX pays higher dividends than JMVZX: MVCAX (0.85) 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 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 (-11.69). MVCAX return over 5 years is better than : 38.31 vs. JMVZX (-2.15).
| 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 | 3.545 | 5.117 | 69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 16.8B | 71% |
| Annual Yield % from dividends | 0.49 | 0.85 | 57% |
| Returns for 1 year | -11.69 | -9.14 | 128% |
| Returns for 3 years | -4.27 | 12.45 | -34% |
| Returns for 5 years | -2.15 | 38.31 | -6% |
| Returns for 10 years | 3.68 | 76.71 | 5% |
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