IJMSX
Price
$15.86
Change
-$0.46 (-2.82%)
Updated
Dec 18 closing price
MVCAX
Price
$30.38
Change
-$0.94 (-3.00%)
Updated
Dec 18 closing price
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IJMSX vs MVCAX

Header iconIJMSX vs MVCAX Comparison
Open Charts IJMSX vs MVCAXBanner chart's image
VY® JPMorgan Mid Cap Value S
Price$15.86
Change-$0.46 (-2.82%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$30.38
Change-$0.94 (-3.00%)
VolumeN/A
CapitalizationN/A
IJMSX vs MVCAX Comparison Chart
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VS
IJMSX vs. MVCAX commentary
Dec 19, 2024

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 Hold and MVCAX is a Hold.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. IJMSX (297M). 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 : 11.55 vs. MVCAX (7.20). MVCAX return over 5 years is better than : 32.46 vs. IJMSX (-2.57).
IJMSXMVCAXIJMSX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years23 years-
Gain YTD10.4195.872177%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets297M17.5B2%
Annual Yield % from dividends0.851.1673%
Returns for 1 year11.557.20160%
Returns for 3 years-12.625.74-220%
Returns for 5 years-2.5732.46-8%
Returns for 10 years-22.1768.25-32%
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