IJMSX
Price
$15.95
Change
-$0.18 (-1.12%)
Updated
Mar 3 closing price
Net Assets
264.29M
MVCAX
Price
$30.49
Change
-$0.40 (-1.29%)
Updated
Mar 3 closing price
Net Assets
17.51B
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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$15.95
Change-$0.18 (-1.12%)
VolumeN/A
Net Assets264.29M
MFS Mid Cap Value A
Price$30.49
Change-$0.40 (-1.29%)
VolumeN/A
Net Assets17.51B
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.

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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).
IJMSXMVCAXIJMSX / MVCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years24 years-
Gain YTD0.504-0.619-81%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets264M17.5B2%
Annual Yield % from dividends0.851.1673%
Returns for 1 year4.29-0.92-467%
Returns for 3 years-14.343.76-381%
Returns for 5 years3.2038.908%
Returns for 10 years-24.5461.68-40%
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