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IJPMX vs MVCAX
IJPMX vs MVCAX Comparison
Open Charts IJPMX vs MVCAX
VY® JPMorgan Mid Cap Value S2
Price$14.83
Change-$0.21 (-1.40%)
VolumeN/A
Net Assets253.54M
IJPMX vs MVCAX Comparison Chart
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IJPMX vs. MVCAX commentary
Mar 11, 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 IJPMX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. IJPMX (254M). MVCAX pays higher dividends than IJPMX: MVCAX (0.87) vs IJPMX (0.70). IJPMX was incepted earlier than MVCAX: IJPMX (16 years) vs MVCAX (24 years). IJPMX (1.41) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. IJPMX (10.00). IJPMX has a lower initial minimum investment than MVCAX: IJPMX (0) vs MVCAX (1000). IJPMX annual gain was more profitable for investors over the last year : 0.61 vs. MVCAX (-3.42). MVCAX return over 5 years is better than : 46.03 vs. IJPMX (4.83).
| IJPMX | MVCAX | IJPMX / MVCAX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.41 | 1.00 | 141% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -1.506 | -1.662 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 17B | 1% |
| Annual Yield % from dividends | 0.70 | 0.87 | 80% |
| Returns for 1 year | 0.61 | -3.42 | -18% |
| Returns for 3 years | -14.57 | 6.28 | -232% |
| Returns for 5 years | 4.83 | 46.03 | 11% |
| Returns for 10 years | -28.27 | 61.83 | -46% |