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IJPMX vs MVCAX
IJPMX vs MVCAX Comparison
Open Charts IJPMX vs MVCAX
VY® JPMorgan Mid Cap Value S2
Price$15.70
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets290.69M
IJPMX vs MVCAX Comparison Chart
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IJPMX vs. MVCAX commentary
Jan 19, 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: 17.6B vs. IJPMX (291M). MVCAX pays higher dividends than IJPMX: MVCAX (1.16) vs IJPMX (0.78). IJPMX was incepted earlier than MVCAX: IJPMX (16 years) vs MVCAX (23 years). MVCAX is a more actively managed with annual turnover of: 19.00 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 : 12.97 vs. MVCAX (9.50). MVCAX return over 5 years is better than : 30.79 vs. IJPMX (-5.64).
| IJPMX | MVCAX | IJPMX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 2.816 | 2.966 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 17.6B | 2% |
| Annual Yield % from dividends | 0.78 | 1.16 | 68% |
| Returns for 1 year | 12.97 | 9.50 | 137% |
| Returns for 3 years | -16.78 | 2.65 | -633% |
| Returns for 5 years | -5.64 | 30.79 | -18% |
| Returns for 10 years | -23.32 | 74.34 | -31% |
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