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IJMSX vs MVCAX
IJMSX vs MVCAX Comparison
Open Charts IJMSX vs MVCAX
VY® JPMorgan Mid Cap Value S
Price$15.95
Change-$0.18 (-1.12%)
VolumeN/A
Net Assets264.29M
IJMSX vs MVCAX Comparison Chart
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IJMSX vs. MVCAX commentary
Mar 04, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. IJMSX (264M). MVCAX pays higher dividends than IJMSX: MVCAX (1.16) vs IJMSX (0.85). IJMSX was incepted earlier than MVCAX: IJMSX (23 years) vs MVCAX (24 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). IJMSX annual gain was more profitable for investors over the last year : 4.29 vs. MVCAX (-0.92). MVCAX return over 5 years is better than : 38.90 vs. IJMSX (3.20).
| IJMSX | MVCAX | IJMSX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 0.504 | -0.619 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 17.5B | 2% |
| Annual Yield % from dividends | 0.85 | 1.16 | 73% |
| Returns for 1 year | 4.29 | -0.92 | -467% |
| Returns for 3 years | -14.34 | 3.76 | -381% |
| Returns for 5 years | 3.20 | 38.90 | 8% |
| Returns for 10 years | -24.54 | 61.68 | -40% |
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