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IJMAX vs MVCAX
IJMAX vs MVCAX Comparison
Open Charts IJMAX vs MVCAX
VY® JPMorgan Mid Cap Value A
Price$14.45
Change-$0.70 (-4.62%)
VolumeN/A
Net Assets248.56M
IJMAX vs MVCAX Comparison Chart
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IJMAX vs. MVCAX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. IJMAX (249M). 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 : -0.74 vs. MVCAX (-4.59). MVCAX return over 5 years is better than : 96.65 vs. IJMAX (44.21).
| IJMAX | MVCAX | IJMAX / MVCAX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.51 | 1.00 | 151% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -0.980 | -1.369 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 16.9B | 1% |
| Annual Yield % from dividends | 0.62 | 0.90 | 69% |
| Returns for 1 year | -0.74 | -4.59 | 16% |
| Returns for 3 years | -18.66 | 0.73 | -2,550% |
| Returns for 5 years | 44.21 | 96.65 | 46% |
| Returns for 10 years | -31.07 | 55.23 | -56% |
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