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IJMAX vs MVCAX
IJMAX vs MVCAX Comparison
Open Charts IJMAX vs MVCAX
VY® JPMorgan Mid Cap Value A
Price$15.02
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets239.45M
IJMAX vs MVCAX Comparison Chart in %
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IJMAX vs. MVCAX commentary
Jun 23, 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: 16.6B vs. IJMAX (239M). MVCAX pays higher dividends than IJMAX: MVCAX (0.89) vs IJMAX (0.62). 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). IJMAX annual gain was more profitable for investors over the last year : 1.44 vs. MVCAX (-4.22). MVCAX return over 5 years is better than : 51.36 vs. IJMAX (11.91).
| 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 | -1.830 | -1.728 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 16.6B | 1% |
| Annual Yield % from dividends | 0.62 | 0.89 | 69% |
| Returns for 1 year | 1.44 | -4.22 | -34% |
| Returns for 3 years | -6.89 | 15.58 | -44% |
| Returns for 5 years | 11.91 | 51.36 | 23% |
| Returns for 10 years | -31.46 | 52.11 | -60% |
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