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IJMSX
Price
$16.54
Change
-$0.04 (-0.24%)
Updated
Nov 15 closing price
MVCAX
Price
$35.14
Change
-$0.23 (-0.65%)
Updated
Nov 15 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$16.54
Change-$0.04 (-0.24%)
VolumeN/A
CapitalizationN/A
MFS Mid Cap Value A
Price$35.14
Change-$0.23 (-0.65%)
VolumeN/A
CapitalizationN/A
IJMSX vs MVCAX Comparison Chart
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IJMSX vs. MVCAX commentary
Nov 18, 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 Buy and MVCAX is a Buy.

FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. IJMSX (307M). 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). MVCAX annual gain was more profitable for investors over the last year : 26.84 vs. IJMSX (21.87). MVCAX return over 5 years is better than : 49.25 vs. IJMSX (0.82).
IJMSXMVCAXIJMSX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years23 years-
Gain YTD11.90817.80167%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets307M17.9B2%
Annual Yield % from dividends0.851.1673%
Returns for 1 year21.8726.8482%
Returns for 3 years-14.908.55-174%
Returns for 5 years0.8249.252%
Returns for 10 years-18.8478.64-24%
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