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IJMAX vs MVCAX
IJMAX vs MVCAX Comparison
Open Charts IJMAX vs MVCAX
VY® JPMorgan Mid Cap Value A
Price$13.48
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets190.13M
IJMAX vs MVCAX Comparison Chart in %
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IJMAX vs. MVCAX commentary
Oct 08, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. IJMAX (190M). MVCAX pays higher dividends than IJMAX: MVCAX (0.84) vs IJMAX (0.64). IJMAX was incepted earlier than MVCAX: IJMAX (23 years) vs MVCAX (24 years). IJMAX (1.50) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. IJMAX (25.00). IJMAX has a lower initial minimum investment than MVCAX: IJMAX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -4.78 vs. IJMAX (-11.05). MVCAX return over 5 years is better than : 47.20 vs. IJMAX (0.76).
| IJMAX | MVCAX | IJMAX / MVCAX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.50 | 1.00 | 150% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -11.552 | 5.639 | -205% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 17.2B | 1% |
| Annual Yield % from dividends | 0.64 | 0.84 | 76% |
| Returns for 1 year | -11.05 | -4.78 | 231% |
| Returns for 3 years | 2.31 | 24.99 | 9% |
| Returns for 5 years | 0.76 | 47.20 | 2% |
| Returns for 10 years | -23.83 | 74.81 | -32% |
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