# JPMorgan Mid Cap Value I (JMVSX)

> Source: Nexqual · https://nexqual.com/JMVSX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, JPMorgan Mid Cap Value I (JMVSX), nexqual.com/JMVSX" · informational, not investment advice.

**Price:** USD 35.34 (-0.45% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 35.5 · day 35.34–35.34 · 52w 31.08–37.87 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +14.6% vs S&P 500 +13.4%; 5Y +43.1% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +14.6% | +43.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +14.7% | +7.5% |
| Volatility (annualized) | 11.8% | 15.8% |
| Max drawdown | -9.3% (Aug 2026→Sep 2026) | -18.6% (Jan 2022→Sep 2022) |

## Peers
ITHIX (The Hartford Capital Appreciati) USD 48.41 +0.00% · OHYFX (JPMorgan High Yield Fund I Clas) USD 6.34 -0.00% · LSIIX (Loomis Sayles Funds - Investmen) USD 9.41 +0.00% · WOBDX (JPMorgan Core Bond Fund I Class) USD 9.99 +0.00% · MEIIX (MFS Value Fund - Class I) USD 55.27 -0.00%

## More
Full page: https://nexqual.com/JMVSX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt