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IJMSX vs MVCAX
IJMSX vs MVCAX Comparison
Open Charts IJMSX vs MVCAX
VY® JPMorgan Mid Cap Value S
Price$15.55
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets240.2M
IJMSX vs MVCAX Comparison Chart
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IJMSX vs. MVCAX commentary
Jun 07, 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: 16.7B vs. IJMSX (240M). MVCAX pays higher dividends than IJMSX: MVCAX (0.89) vs IJMSX (0.81). IJMSX was incepted earlier than MVCAX: IJMSX (23 years) vs MVCAX (24 years). IJMSX (1.25) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. IJMSX (25.00). 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 : 1.22 vs. MVCAX (-5.21). MVCAX return over 5 years is better than : 40.41 vs. IJMSX (6.12).
| IJMSX | MVCAX | IJMSX / MVCAX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.25 | 1.00 | 125% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -1.764 | -1.923 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 16.7B | 1% |
| Annual Yield % from dividends | 0.81 | 0.89 | 91% |
| Returns for 1 year | 1.22 | -5.21 | -23% |
| Returns for 3 years | -15.43 | 2.03 | -761% |
| Returns for 5 years | 6.12 | 40.41 | 15% |
| Returns for 10 years | -26.94 | 55.63 | -48% |
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