IJMAX
Price
$15.85
Change
+$0.07 (+0.44%)
Updated
Jul 25 closing price
Net Assets
248.9M
MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
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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$15.85
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets248.9M
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
IJMAX vs MVCAX Comparison Chart in %
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IJMAX vs. MVCAX commentary
Jul 27, 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 : 4.39 vs. MVCAX (-1.70). MVCAX return over 5 years is better than : 54.59 vs. IJMAX (15.35).
IJMAXMVCAXIJMAX / MVCAX
Total Expense Ratio1.350.99136%
Annual Report Gross Expense Ratio1.501.00150%
Fund Existence23 years24 years-
Gain YTD3.5953.81494%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets249M17.3B1%
Annual Yield % from dividends0.610.8770%
Returns for 1 year4.39-1.70-259%
Returns for 3 years-5.9716.54-36%
Returns for 5 years15.3554.5928%
Returns for 10 years-25.8067.90-38%
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