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IJMSX vs MVCAX
IJMSX vs MVCAX Comparison
Open Charts IJMSX vs MVCAX
IJMSX vs MVCAX Comparison Chart in %
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IJMSX vs. MVCAX commentary
Aug 24, 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 Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. IJMSX (186M). MVCAX pays higher dividends than IJMSX: MVCAX (1.09) vs IJMSX (0.62). 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 : 13.14 vs. IJMSX (-13.31). MVCAX return over 5 years is better than : 20.74 vs. IJMSX (-33.17).
| IJMSX | MVCAX | IJMSX / MVCAX | |
| Total Expense Ratio | 1.10 | 0.97 | 113% |
| Annual Report Gross Expense Ratio | 1.35 | 0.98 | 138% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -15.014 | 17.692 | -85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 17.7B | 1% |
| Annual Yield % from dividends | 0.62 | 1.09 | 57% |
| Returns for 1 year | -13.31 | 13.14 | -101% |
| Returns for 3 years | -9.41 | 29.68 | -32% |
| Returns for 5 years | -33.17 | 20.74 | -160% |
| Returns for 10 years | -30.83 | 86.14 | -36% |
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