IJMAX
Price
$15.67
Change
+$0.06 (+0.38%)
Updated
Jul 3 closing price
Net Assets
249.12M
MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
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IJMAX vs MVCAX

Header iconIJMAX vs MVCAX Comparison
Open Charts IJMAX vs MVCAXBanner chart's image
VY® JPMorgan Mid Cap Value A
Price$15.67
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets249.12M
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
IJMAX vs MVCAX Comparison Chart in %
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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.

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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).
IJMAXMVCAXIJMAX / MVCAX
Total Expense Ratio1.350.99136%
Annual Report Gross Expense Ratio1.501.00150%
Fund Existence23 years24 years-
Gain YTD2.4182.93482%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets249M17.3B1%
Annual Yield % from dividends0.610.8770%
Returns for 1 year7.051.09646%
Returns for 3 years-4.8318.70-26%
Returns for 5 years17.9460.3930%
Returns for 10 years-27.0664.61-42%
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