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IJMSX vs MVCAX
IJMSX vs MVCAX Comparison
Open Charts IJMSX vs MVCAX
VY® JPMorgan Mid Cap Value S
Price$15.39
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets237.2M
IJMSX vs MVCAX Comparison Chart
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IJMSX vs. MVCAX commentary
May 09, 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: 16.3B vs. IJMSX (237M). MVCAX pays higher dividends than IJMSX: MVCAX (0.93) vs IJMSX (0.83). 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 (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 : -1.49 vs. MVCAX (-8.27). MVCAX return over 5 years is better than : 56.76 vs. IJMSX (19.76).
| IJMSX | MVCAX | IJMSX / MVCAX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.26 | 1.00 | 126% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -3.781 | -5.150 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 16.3B | 1% |
| Annual Yield % from dividends | 0.83 | 0.93 | 89% |
| Returns for 1 year | -1.49 | -8.27 | 18% |
| Returns for 3 years | -14.32 | 4.61 | -311% |
| Returns for 5 years | 19.76 | 56.76 | 35% |
| Returns for 10 years | -28.68 | 49.35 | -58% |
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