Ad is loading...
IJMIX vs MVCAX
IJMIX vs MVCAX Comparison
Open Charts IJMIX vs MVCAX
VY® JPMorgan Mid Cap Value I
Price$15.73
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets237.2M
IJMIX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IJMIX vs. MVCAX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.3B vs. IJMIX (237M). IJMIX pays higher dividends than MVCAX: IJMIX (1.06) vs MVCAX (0.93). 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 (25.00). 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 : -1.16 vs. MVCAX (-8.27). MVCAX return over 5 years is better than : 56.76 vs. IJMIX (22.29).
| 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 | -3.701 | -5.150 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 16.3B | 1% |
| Annual Yield % from dividends | 1.06 | 0.93 | 114% |
| Returns for 1 year | -1.16 | -8.27 | 14% |
| Returns for 3 years | -13.17 | 4.61 | -286% |
| Returns for 5 years | 22.29 | 56.76 | 39% |
| Returns for 10 years | -25.86 | 49.35 | -52% |