IJMIX
Price
$12.46
Change
-$0.04 (-0.32%)
Updated
Aug 25 closing price
Net Assets
187.47M
MVCAX
Price
$35.27
Change
-$0.13 (-0.37%)
Updated
Aug 25 closing price
Net Assets
17.64B
Interact to see
Advertisement

IJMIX vs MVCAX

IJMIX vs MVCAX Comparison Chart in %
View a ticker or compare two or three
VS
IJMIX vs. MVCAX commentary
Aug 26, 2026

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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. IJMIX (187M). MVCAX pays higher dividends than IJMIX: MVCAX (1.09) vs IJMIX (0.90). IJMIX was incepted earlier than MVCAX: IJMIX (24 years) vs MVCAX (25 years). IJMIX (1.10) is less costly to investors than MVCAX (0.98). IJMIX is a more actively managed with annual turnover of: 47.00 vs. MVCAX (24.00). IJMIX has a lower initial minimum investment than MVCAX: IJMIX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 11.35 vs. IJMIX (-12.76). MVCAX return over 5 years is better than : 19.21 vs. IJMIX (-31.27).
IJMIXMVCAXIJMIX / MVCAX
Total Expense Ratio0.850.9788%
Annual Report Gross Expense Ratio1.100.98112%
Fund Existence24 years25 years-
Gain YTD-13.55517.725-76%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets187M17.6B1%
Annual Yield % from dividends0.901.0982%
Returns for 1 year-12.7611.35-112%
Returns for 3 years-7.3929.07-25%
Returns for 5 years-31.2719.21-163%
Returns for 10 years-26.4487.65-30%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
UDPSX88.89N/A
N/A
ProFunds Ultra Dow 30 Svc
AVEDX22.71N/A
N/A
Ave Maria Rising Dividend
TARZX23.98N/A
N/A
Third Avenue Real Estate Value Z
ITYRX70.89N/A
N/A
Invesco Technology R
JMVQX35.51-0.11
-0.31%
JPMorgan Mid Cap Value R4