IJMSX
Price
$15.42
Change
-$0.21 (-1.34%)
Updated
Mar 10 closing price
Net Assets
253.54M
MVCAX
Price
$29.73
Change
-$0.44 (-1.46%)
Updated
Mar 10 closing price
Net Assets
17.02B
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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$15.42
Change-$0.21 (-1.34%)
VolumeN/A
Net Assets253.54M
MFS Mid Cap Value A
Price$29.73
Change-$0.44 (-1.46%)
VolumeN/A
Net Assets17.02B
IJMSX vs MVCAX Comparison Chart
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IJMSX vs. MVCAX commentary
Mar 11, 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 Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. IJMSX (254M). MVCAX pays higher dividends than IJMSX: MVCAX (0.87) vs IJMSX (0.79). IJMSX was incepted earlier than MVCAX: IJMSX (23 years) vs MVCAX (24 years). IJMSX (1.26) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 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 : 0.96 vs. MVCAX (-3.42). MVCAX return over 5 years is better than : 46.03 vs. IJMSX (7.16).
IJMSXMVCAXIJMSX / MVCAX
Total Expense Ratio1.100.99111%
Annual Report Gross Expense Ratio1.261.00126%
Fund Existence23 years24 years-
Gain YTD-1.512-1.66291%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets254M17B1%
Annual Yield % from dividends0.790.8790%
Returns for 1 year0.96-3.42-28%
Returns for 3 years-13.206.28-210%
Returns for 5 years7.1646.0316%
Returns for 10 years-25.3461.83-41%
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