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IJPMX vs MVCAX
IJPMX vs MVCAX Comparison
Open Charts IJPMX vs MVCAX
IJPMX vs MVCAX Comparison Chart in %
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IJPMX vs. MVCAX commentary
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. IJPMX (186M). MVCAX pays higher dividends than IJPMX: MVCAX (1.09) vs IJPMX (0.63). 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 : 13.14 vs. IJPMX (-14.95). MVCAX return over 5 years is better than : 20.74 vs. IJPMX (-36.00).
| IJPMX | MVCAX | IJPMX / MVCAX | |
| Total Expense Ratio | 1.25 | 0.97 | 129% |
| Annual Report Gross Expense Ratio | 1.50 | 0.98 | 153% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -16.555 | 17.692 | -94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 17.7B | 1% |
| Annual Yield % from dividends | 0.63 | 1.09 | 58% |
| Returns for 1 year | -14.95 | 13.14 | -114% |
| Returns for 3 years | -12.17 | 29.68 | -41% |
| Returns for 5 years | -36.00 | 20.74 | -174% |
| Returns for 10 years | -34.90 | 86.14 | -41% |
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