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IJMAX vs MVCAX
IJMAX vs MVCAX Comparison
Open Charts IJMAX vs MVCAX
VY® JPMorgan Mid Cap Value A
Price$13.37
Change-$0.13 (-0.96%)
VolumeN/A
Net Assets184.44M
IJMAX vs MVCAX Comparison Chart in %
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IJMAX vs. MVCAX commentary
Nov 14, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IJMAX (184M). MVCAX pays higher dividends than IJMAX: MVCAX (0.85) vs IJMAX (0.65). IJMAX was incepted earlier than MVCAX: IJMAX (24 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). MVCAX annual gain was more profitable for investors over the last year : -9.14 vs. IJMAX (-15.66). MVCAX return over 5 years is better than : 38.31 vs. IJMAX (-6.15).
| IJMAX | MVCAX | IJMAX / MVCAX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.50 | 1.00 | 150% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -11.748 | 5.117 | -230% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 16.8B | 1% |
| Annual Yield % from dividends | 0.65 | 0.85 | 76% |
| Returns for 1 year | -15.66 | -9.14 | 171% |
| Returns for 3 years | -7.99 | 12.45 | -64% |
| Returns for 5 years | -6.15 | 38.31 | -16% |
| Returns for 10 years | -22.23 | 76.71 | -29% |
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