Interact to see
Advertisement
Advertisement
IJPMX vs MVCAX
IJPMX vs MVCAX Comparison
Open Charts IJPMX vs MVCAX
VY® JPMorgan Mid Cap Value S2
Price$15.53
Change+$0.16 (+1.04%)
VolumeN/A
Net Assets243.11M
IJPMX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IJPMX vs. MVCAX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. IJPMX (243M). MVCAX pays higher dividends than IJPMX: MVCAX (0.87) vs IJPMX (0.71). IJPMX was incepted earlier than MVCAX: IJPMX (16 years) vs MVCAX (24 years). IJPMX (1.40) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. IJPMX (25.00). 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 : 0.35 vs. MVCAX (-5.36). MVCAX return over 5 years is better than : 51.43 vs. IJPMX (13.21).
| IJPMX | MVCAX | IJPMX / MVCAX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.40 | 1.00 | 140% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 0.655 | 1.076 | 61% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 16.9B | 1% |
| Annual Yield % from dividends | 0.71 | 0.87 | 81% |
| Returns for 1 year | 0.35 | -5.36 | -7% |
| Returns for 3 years | -5.61 | 17.95 | -31% |
| Returns for 5 years | 13.21 | 51.43 | 26% |
| Returns for 10 years | -28.29 | 61.16 | -46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers