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JMVZX vs MVCAX
JMVZX vs MVCAX Comparison
Open Charts JMVZX vs MVCAX
JPMorgan Mid Cap Value R2
Price$31.69
Change-$0.43 (-1.34%)
VolumeN/A
Net Assets12.24B
JMVZX vs MVCAX Comparison Chart
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JMVZX vs. MVCAX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. JMVZX (12.2B). MVCAX pays higher dividends than JMVZX: MVCAX (0.89) vs JMVZX (0.50). 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 : -4.53 vs. JMVZX (-4.82). MVCAX return over 5 years is better than : 51.98 vs. JMVZX (8.93).
| 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 | -2.312 | -2.086 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 16.6B | 73% |
| Annual Yield % from dividends | 0.50 | 0.89 | 56% |
| Returns for 1 year | -4.82 | -4.53 | 106% |
| Returns for 3 years | -2.72 | 13.00 | -21% |
| Returns for 5 years | 8.93 | 51.98 | 17% |
| Returns for 10 years | -9.18 | 53.51 | -17% |
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