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IJMIX vs MVCAX
IJMIX vs MVCAX Comparison
Open Charts IJMIX vs MVCAX
VY® JPMorgan Mid Cap Value I
Price$15.94
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets239.45M
IJMIX vs MVCAX Comparison Chart in %
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IJMIX vs. MVCAX commentary
Jun 22, 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: 16.6B vs. IJMIX (239M). IJMIX pays higher dividends than MVCAX: IJMIX (1.04) vs MVCAX (0.89). IJMIX was incepted earlier than MVCAX: IJMIX (23 years) vs MVCAX (24 years). IJMIX (1.00) 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 : 2.28 vs. MVCAX (-4.22). MVCAX return over 5 years is better than : 51.36 vs. IJMIX (17.24).
| IJMIX | MVCAX | IJMIX / MVCAX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 1.00 | 1.00 | 100% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -1.666 | -1.728 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 16.6B | 1% |
| Annual Yield % from dividends | 1.04 | 0.89 | 116% |
| Returns for 1 year | 2.28 | -4.22 | -54% |
| Returns for 3 years | -3.95 | 15.58 | -25% |
| Returns for 5 years | 17.24 | 51.36 | 34% |
| Returns for 10 years | -25.31 | 52.11 | -49% |
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