Interact to see
Advertisement
Advertisement
IJMAX vs MVCAX
IJMAX vs MVCAX Comparison
Open Charts IJMAX vs MVCAX
VY® JPMorgan Mid Cap Value A
Price$15.67
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets249.12M
IJMAX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IJMAX vs. MVCAX commentary
Jul 07, 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 IJMAX is a StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. IJMAX (249M). MVCAX pays higher dividends than IJMAX: MVCAX (0.87) vs IJMAX (0.61). IJMAX was incepted earlier than MVCAX: IJMAX (23 years) vs MVCAX (24 years). IJMAX (1.50) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. IJMAX (25.00). IJMAX has a lower initial minimum investment than MVCAX: IJMAX (0) vs MVCAX (1000). IJMAX annual gain was more profitable for investors over the last year : 7.05 vs. MVCAX (1.09). MVCAX return over 5 years is better than : 60.39 vs. IJMAX (17.94).
| IJMAX | MVCAX | IJMAX / MVCAX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.50 | 1.00 | 150% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.418 | 2.934 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 17.3B | 1% |
| Annual Yield % from dividends | 0.61 | 0.87 | 70% |
| Returns for 1 year | 7.05 | 1.09 | 646% |
| Returns for 3 years | -4.83 | 18.70 | -26% |
| Returns for 5 years | 17.94 | 60.39 | 30% |
| Returns for 10 years | -27.06 | 64.61 | -42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers