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IJMIX vs MVCAX
IJMIX vs MVCAX Comparison
Open Charts IJMIX vs MVCAX
VY® JPMorgan Mid Cap Value I
Price$16.37
Change-$0.26 (-1.56%)
VolumeN/A
Net Assets263.58M
IJMIX vs MVCAX Comparison Chart
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IJMIX vs. MVCAX commentary
Feb 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 IJMIX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. IJMIX (264M). MVCAX pays higher dividends than IJMIX: MVCAX (1.16) vs IJMIX (1.05). IJMIX was incepted earlier than MVCAX: IJMIX (23 years) vs MVCAX (24 years). MVCAX is a more actively managed with annual turnover of: 19.00 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 : 6.39 vs. MVCAX (1.20). MVCAX return over 5 years is better than : 28.23 vs. IJMIX (-2.50).
| IJMIX | MVCAX | IJMIX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 0.987 | 0.391 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 17.4B | 2% |
| Annual Yield % from dividends | 1.05 | 1.16 | 90% |
| Returns for 1 year | 6.39 | 1.20 | 534% |
| Returns for 3 years | -12.51 | 3.99 | -314% |
| Returns for 5 years | -2.50 | 28.23 | -9% |
| Returns for 10 years | -22.87 | 60.23 | -38% |
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