IJPMX
Price
$14.83
Change
-$0.21 (-1.40%)
Updated
Mar 10 closing price
Net Assets
253.54M
MVCAX
Price
$29.73
Change
-$0.44 (-1.46%)
Updated
Mar 10 closing price
Net Assets
17.02B
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IJPMX vs MVCAX

Header iconIJPMX vs MVCAX Comparison
Open Charts IJPMX vs MVCAXBanner chart's image
VY® JPMorgan Mid Cap Value S2
Price$14.83
Change-$0.21 (-1.40%)
VolumeN/A
Net Assets253.54M
MFS Mid Cap Value A
Price$29.73
Change-$0.44 (-1.46%)
VolumeN/A
Net Assets17.02B
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.

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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).
IJPMXMVCAXIJPMX / MVCAX
Total Expense Ratio1.250.99126%
Annual Report Gross Expense Ratio1.411.00141%
Fund Existence16 years24 years-
Gain YTD-1.506-1.66291%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets254M17B1%
Annual Yield % from dividends0.700.8780%
Returns for 1 year0.61-3.42-18%
Returns for 3 years-14.576.28-232%
Returns for 5 years4.8346.0311%
Returns for 10 years-28.2761.83-46%
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