IJMSX
Price
$15.78
Change
+$0.10 (+0.64%)
Updated
Jul 13 closing price
Net Assets
184.2M
MVCAX
Price
$34.06
Change
+$0.04 (+0.12%)
Updated
Jul 13 closing price
Net Assets
17.25B
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IJMSX vs MVCAX

IJMSX vs MVCAX Comparison Chart in %
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IJMSX vs. MVCAX commentary
Jul 14, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. IJMSX (184M). MVCAX pays higher dividends than IJMSX: MVCAX (1.11) vs IJMSX (0.63). IJMSX was incepted earlier than MVCAX: IJMSX (24 years) vs MVCAX (25 years). IJMSX (1.35) is less costly to investors than MVCAX (0.98). IJMSX is a more actively managed with annual turnover of: 47.00 vs. MVCAX (24.00). 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 : 9.45 vs. IJMSX (-1.70). MVCAX return over 5 years is better than : 17.60 vs. IJMSX (-14.50).
IJMSXMVCAXIJMSX / MVCAX
Total Expense Ratio1.100.97113%
Annual Report Gross Expense Ratio1.350.98138%
Fund Existence24 years25 years-
Gain YTD11.68613.13689%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets184M17.2B1%
Annual Yield % from dividends0.631.1157%
Returns for 1 year-1.709.45-18%
Returns for 3 years2.9320.0615%
Returns for 5 years-14.5017.60-82%
Returns for 10 years-16.0282.57-19%
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