IJMSX
Price
$13.89
Change
-$0.11 (-0.79%)
Updated
Sep 25 closing price
Net Assets
189.6M
MVCAX
Price
$31.67
Change
-$0.30 (-0.94%)
Updated
Sep 25 closing price
Net Assets
17.04B
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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$13.89
Change-$0.11 (-0.79%)
VolumeN/A
Net Assets189.6M
MFS Mid Cap Value A
Price$31.67
Change-$0.30 (-0.94%)
VolumeN/A
Net Assets17.04B
IJMSX vs MVCAX Comparison Chart in %
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IJMSX vs. MVCAX commentary
Sep 26, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. IJMSX (190M). MVCAX (0.84) and IJMSX (0.83) have matching dividends . 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). MVCAX annual gain was more profitable for investors over the last year : -6.10 vs. IJMSX (-11.15). MVCAX return over 5 years is better than : 56.19 vs. IJMSX (11.26).
IJMSXMVCAXIJMSX / MVCAX
Total Expense Ratio1.100.99111%
Annual Report Gross Expense Ratio1.251.00125%
Fund Existence23 years24 years-
Gain YTD-11.7674.205-280%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets190M17B1%
Annual Yield % from dividends0.830.8499%
Returns for 1 year-11.15-6.10183%
Returns for 3 years4.5926.7417%
Returns for 5 years11.2656.1920%
Returns for 10 years-15.6483.74-19%
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