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IJMSX vs MVCAX
IJMSX vs MVCAX Comparison
Open Charts IJMSX vs MVCAX
VY® JPMorgan Mid Cap Value S
Price$15.42
Change-$0.21 (-1.34%)
VolumeN/A
Net Assets253.54M
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.
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).
| 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 | -1.512 | -1.662 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 17B | 1% |
| Annual Yield % from dividends | 0.79 | 0.87 | 90% |
| Returns for 1 year | 0.96 | -3.42 | -28% |
| Returns for 3 years | -13.20 | 6.28 | -210% |
| Returns for 5 years | 7.16 | 46.03 | 16% |
| Returns for 10 years | -25.34 | 61.83 | -41% |
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