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IJMAX vs MVCAX
IJMAX vs MVCAX Comparison
Open Charts IJMAX vs MVCAX
VY® JPMorgan Mid Cap Value A
Price$13.54
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets244.74M
IJMAX vs MVCAX Comparison Chart in %
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IJMAX vs. MVCAX commentary
Aug 29, 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: 17.3B vs. IJMAX (245M). MVCAX pays higher dividends than IJMAX: MVCAX (0.86) vs IJMAX (0.60). 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 : -3.51 vs. IJMAX (-9.49). MVCAX return over 5 years is better than : 50.80 vs. IJMAX (3.52).
| 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 | -11.290 | 5.574 | -203% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 17.3B | 1% |
| Annual Yield % from dividends | 0.60 | 0.86 | 70% |
| Returns for 1 year | -9.49 | -3.51 | 270% |
| Returns for 3 years | -6.07 | 14.98 | -41% |
| Returns for 5 years | 3.52 | 50.80 | 7% |
| Returns for 10 years | -22.91 | 75.50 | -30% |
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