IJMAX
Price
$14.58
Change
+$0.21 (+1.46%)
Updated
Apr 24 closing price
Net Assets
233.54M
MVCAX
Price
$28.60
Change
+$0.42 (+1.49%)
Updated
Apr 24 closing price
Net Assets
15.77B
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IJMAX vs MVCAX

Header iconIJMAX vs MVCAX Comparison
Open Charts IJMAX vs MVCAXBanner chart's image
VY® JPMorgan Mid Cap Value A
Price$14.58
Change+$0.21 (+1.46%)
VolumeN/A
Net Assets233.54M
MFS Mid Cap Value A
Price$28.60
Change+$0.42 (+1.49%)
VolumeN/A
Net Assets15.77B
IJMAX vs MVCAX Comparison Chart
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IJMAX vs. MVCAX commentary
Apr 25, 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 IJMAX is a Buy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.8B vs. IJMAX (234M). MVCAX pays higher dividends than IJMAX: MVCAX (0.90) vs IJMAX (0.62). IJMAX was incepted earlier than MVCAX: IJMAX (23 years) vs MVCAX (24 years). IJMAX (1.51) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. IJMAX (10.00). IJMAX has a lower initial minimum investment than MVCAX: IJMAX (0) vs MVCAX (1000). IJMAX annual gain was more profitable for investors over the last year : -2.95 vs. MVCAX (-8.95). MVCAX return over 5 years is better than : 59.24 vs. IJMAX (18.30).
IJMAXMVCAXIJMAX / MVCAX
Total Expense Ratio1.350.99136%
Annual Report Gross Expense Ratio1.511.00151%
Fund Existence23 years24 years-
Gain YTD-6.078-8.14975%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets234M15.8B1%
Annual Yield % from dividends0.620.9069%
Returns for 1 year-2.95-8.9533%
Returns for 3 years-21.99-4.00549%
Returns for 5 years18.3059.2431%
Returns for 10 years-33.6645.33-74%
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