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IJPMX vs MVCAX
IJPMX vs MVCAX Comparison
Open Charts IJPMX vs MVCAX
VY® JPMorgan Mid Cap Value S2
Price$13.15
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets181.53M
IJPMX vs MVCAX Comparison Chart in %
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IJPMX vs. MVCAX commentary
Nov 20, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. IJPMX (182M). MVCAX pays higher dividends than IJPMX: MVCAX (0.85) vs IJPMX (0.76). 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 : -10.73 vs. IJPMX (-16.69). MVCAX return over 5 years is better than : 32.26 vs. IJPMX (-8.18).
| 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 | -13.671 | 1.597 | -856% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 16.4B | 1% |
| Annual Yield % from dividends | 0.76 | 0.85 | 89% |
| Returns for 1 year | -16.69 | -10.73 | 155% |
| Returns for 3 years | -9.29 | 9.47 | -98% |
| Returns for 5 years | -8.18 | 32.26 | -25% |
| Returns for 10 years | -25.66 | 65.95 | -39% |
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