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IJPMX vs MVCAX
IJPMX vs MVCAX Comparison
Open Charts IJPMX vs MVCAX
VY® JPMorgan Mid Cap Value S2
Price$13.51
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets244.74M
IJPMX vs MVCAX Comparison Chart in %
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IJPMX vs. MVCAX commentary
Aug 30, 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: 17.3B vs. IJPMX (245M). MVCAX pays higher dividends than IJPMX: MVCAX (0.86) vs IJPMX (0.70). 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 : -3.51 vs. IJPMX (-9.40). MVCAX return over 5 years is better than : 50.80 vs. IJPMX (3.97).
| 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 | -11.247 | 5.574 | -202% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 17.3B | 1% |
| Annual Yield % from dividends | 0.70 | 0.86 | 82% |
| Returns for 1 year | -9.40 | -3.51 | 268% |
| Returns for 3 years | -5.86 | 14.98 | -39% |
| Returns for 5 years | 3.97 | 50.80 | 8% |
| Returns for 10 years | -22.35 | 75.50 | -30% |
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