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IJMIX vs MVCAX
IJMIX vs MVCAX Comparison
Open Charts IJMIX vs MVCAX
VY® JPMorgan Mid Cap Value I
Price$15.32
Change-$0.74 (-4.61%)
VolumeN/A
Net Assets248.56M
IJMIX vs MVCAX Comparison Chart
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IJMIX vs. MVCAX commentary
Apr 05, 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 IJMIX is a Buy and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. IJMIX (249M). IJMIX pays higher dividends than MVCAX: IJMIX (1.04) vs MVCAX (0.90). IJMIX was incepted earlier than MVCAX: IJMIX (23 years) vs MVCAX (24 years). IJMIX (1.01) and MVCAX (1.00) have similar cost to investors . MVCAX is a more actively managed with annual turnover of: 27.00 vs. IJMIX (10.00). IJMIX has a lower initial minimum investment than MVCAX: IJMIX (0) vs MVCAX (1000). IJMIX annual gain was more profitable for investors over the last year : -0.00 vs. MVCAX (-4.59). MVCAX return over 5 years is better than : 96.65 vs. IJMIX (50.95).
| IJMIX | MVCAX | IJMIX / MVCAX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 1.01 | 1.00 | 101% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -0.925 | -1.369 | 68% |
| 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 | 1.04 | 0.90 | 116% |
| Returns for 1 year | -0.00 | -4.59 | 0% |
| Returns for 3 years | -16.07 | 0.73 | -2,196% |
| Returns for 5 years | 50.95 | 96.65 | 53% |
| Returns for 10 years | -24.87 | 55.23 | -45% |
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