IJMSX
Price
$14.16
Change
+$0.01 (+0.07%)
Updated
Aug 29 closing price
Net Assets
244.74M
MVCAX
Price
$32.33
Change
-$0.01 (-0.03%)
Updated
Aug 29 closing price
Net Assets
17.32B
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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$14.16
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets244.74M
MFS Mid Cap Value A
Price$32.33
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets17.32B
IJMSX vs MVCAX Comparison Chart in %
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IJMSX vs. MVCAX commentary
Aug 30, 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: 17.3B vs. IJMSX (245M). MVCAX pays higher dividends than IJMSX: MVCAX (0.86) vs IJMSX (0.79). 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 : -4.00 vs. IJMSX (-9.40). MVCAX return over 5 years is better than : 50.57 vs. IJMSX (6.46).
IJMSXMVCAXIJMSX / MVCAX
Total Expense Ratio1.100.99111%
Annual Report Gross Expense Ratio1.251.00125%
Fund Existence23 years24 years-
Gain YTD-10.8225.411-200%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets245M17.3B1%
Annual Yield % from dividends0.790.8691%
Returns for 1 year-9.40-4.00235%
Returns for 3 years-3.5416.05-22%
Returns for 5 years6.4650.5713%
Returns for 10 years-16.7280.35-21%
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