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IJPMX vs MVCAX
IJPMX vs MVCAX Comparison
Open Charts IJPMX vs MVCAX
VY® JPMorgan Mid Cap Value S2
Price$15.09
Change+$0.13 (+0.87%)
VolumeN/A
Net Assets240.2M
IJPMX vs MVCAX Comparison Chart
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IJPMX vs. MVCAX commentary
Jun 07, 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: 16.7B vs. IJPMX (240M). MVCAX pays higher dividends than IJPMX: MVCAX (0.89) vs IJPMX (0.73). 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 : 1.01 vs. MVCAX (-5.05). MVCAX return over 5 years is better than : 40.08 vs. IJPMX (3.51).
| 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 | -2.030 | -2.151 | 94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 16.7B | 1% |
| Annual Yield % from dividends | 0.73 | 0.89 | 81% |
| Returns for 1 year | 1.01 | -5.05 | -20% |
| Returns for 3 years | -17.76 | 0.85 | -2,082% |
| Returns for 5 years | 3.51 | 40.08 | 9% |
| Returns for 10 years | -29.93 | 55.19 | -54% |
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