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IJPMX vs MVCAX
IJPMX vs MVCAX Comparison
Open Charts IJPMX vs MVCAX
VY® JPMorgan Mid Cap Value S2
Price$13.85
Change-$0.39 (-2.74%)
VolumeN/A
Net Assets232.77M
IJPMX vs MVCAX Comparison Chart
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IJPMX vs. MVCAX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.8B vs. IJPMX (233M). MVCAX pays higher dividends than IJPMX: MVCAX (0.90) vs IJPMX (0.73). 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 : -4.62 vs. MVCAX (-9.81). MVCAX return over 5 years is better than : 54.86 vs. IJPMX (13.42).
| 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 | -6.745 | -8.051 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 15.8B | 1% |
| Annual Yield % from dividends | 0.73 | 0.90 | 81% |
| Returns for 1 year | -4.62 | -9.81 | 47% |
| Returns for 3 years | -22.43 | -4.69 | 478% |
| Returns for 5 years | 13.42 | 54.86 | 24% |
| Returns for 10 years | -34.20 | 44.71 | -76% |
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