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IJPMX vs MVCAX
IJPMX vs MVCAX Comparison
Open Charts IJPMX vs MVCAX
VY® JPMorgan Mid Cap Value S2
Price$13.32
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets185.85M
IJPMX vs MVCAX Comparison Chart in %
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IJPMX vs. MVCAX commentary
Oct 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IJPMX (186M). MVCAX pays higher dividends than IJPMX: MVCAX (0.84) vs IJPMX (0.74). IJPMX was incepted earlier than MVCAX: IJPMX (17 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). MVCAX annual gain was more profitable for investors over the last year : -9.57 vs. IJPMX (-15.44). MVCAX return over 5 years is better than : 43.72 vs. IJPMX (-0.10).
| IJPMX | MVCAX | IJPMX / MVCAX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.40 | 1.00 | 140% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -13.147 | 3.096 | -425% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 16.8B | 1% |
| Annual Yield % from dividends | 0.74 | 0.84 | 89% |
| Returns for 1 year | -15.44 | -9.57 | 161% |
| Returns for 3 years | -2.02 | 19.51 | -10% |
| Returns for 5 years | -0.10 | 43.72 | -0% |
| Returns for 10 years | -24.89 | 70.17 | -35% |
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