IJPMX
Price
$14.43
Change
+$0.09 (+0.63%)
Updated
Jun 2 closing price
Net Assets
183.02M
MVCAX
Price
$32.73
Change
+$0.34 (+1.05%)
Updated
Jun 2 closing price
Net Assets
16.77B
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IJPMX vs MVCAX

Header iconIJPMX vs MVCAX Comparison
Open Charts IJPMX vs MVCAXBanner chart's image
IJPMX vs MVCAX Comparison Chart in %
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IJPMX vs. MVCAX commentary
Jun 04, 2026

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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IJPMX (183M). MVCAX pays higher dividends than IJPMX: MVCAX (1.16) vs IJPMX (0.67). IJPMX was incepted earlier than MVCAX: IJPMX (17 years) vs MVCAX (25 years). IJPMX (1.50) is less costly to investors than MVCAX (0.98). IJPMX is a more actively managed with annual turnover of: 47.00 vs. MVCAX (24.00). 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 : 9.57 vs. IJPMX (-3.11). MVCAX return over 5 years is better than : 9.01 vs. IJPMX (-22.60).
IJPMXMVCAXIJPMX / MVCAX
Total Expense Ratio1.250.97129%
Annual Report Gross Expense Ratio1.500.98153%
Fund Existence17 years25 years-
Gain YTD6.4597.71584%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets183M16.8B1%
Annual Yield % from dividends0.671.1658%
Returns for 1 year-3.119.57-32%
Returns for 3 years3.0921.8314%
Returns for 5 years-22.609.01-251%
Returns for 10 years-21.7876.09-29%
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