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IJMAX vs MVCAX
IJMAX vs MVCAX Comparison
Open Charts IJMAX vs MVCAX
VY® JPMorgan Mid Cap Value A
Price$13.59
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets185.88M
IJMAX vs MVCAX Comparison Chart in %
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IJMAX vs. MVCAX commentary
Dec 04, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. IJMAX (186M). MVCAX pays higher dividends than IJMAX: MVCAX (0.83) vs IJMAX (0.63). 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 : -10.42 vs. IJMAX (-16.72). MVCAX return over 5 years is better than : 34.05 vs. IJMAX (-8.44).
| 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 | -11.290 | 5.280 | -214% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 17B | 1% |
| Annual Yield % from dividends | 0.63 | 0.83 | 76% |
| Returns for 1 year | -16.72 | -10.42 | 160% |
| Returns for 3 years | -9.73 | 10.29 | -95% |
| Returns for 5 years | -8.44 | 34.05 | -25% |
| Returns for 10 years | -24.20 | 72.82 | -33% |
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