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IJMSX vs MVCAX
IJMSX vs MVCAX Comparison
Open Charts IJMSX vs MVCAX
VY® JPMorgan Mid Cap Value S
Price$16.51
Change+$0.17 (+1.04%)
VolumeN/A
Net Assets270.84M
IJMSX vs MVCAX Comparison Chart
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IJMSX vs. MVCAX commentary
Jan 31, 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 IJMSX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. IJMSX (271M). MVCAX pays higher dividends than IJMSX: MVCAX (1.16) vs IJMSX (0.85). IJMSX was incepted earlier than MVCAX: IJMSX (23 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 vs. IJMSX (10.00). IJMSX has a lower initial minimum investment than MVCAX: IJMSX (0) vs MVCAX (1000). IJMSX annual gain was more profitable for investors over the last year : 12.00 vs. MVCAX (9.88). MVCAX return over 5 years is better than : 37.75 vs. IJMSX (0.56).
| IJMSX | MVCAX | IJMSX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.962 | 4.172 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 17.6B | 2% |
| Annual Yield % from dividends | 0.85 | 1.16 | 73% |
| Returns for 1 year | 12.00 | 9.88 | 122% |
| Returns for 3 years | -13.01 | 6.84 | -190% |
| Returns for 5 years | 0.56 | 37.75 | 1% |
| Returns for 10 years | -20.73 | 74.85 | -28% |
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