IJMAX
Price
$13.30
Change
-$0.09 (-0.67%)
Updated
Aug 15 closing price
Net Assets
242.12M
MVCAX
Price
$31.70
Change
-$0.20 (-0.63%)
Updated
Aug 15 closing price
Net Assets
17.12B
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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$13.30
Change-$0.09 (-0.67%)
VolumeN/A
Net Assets242.12M
MFS Mid Cap Value A
Price$31.70
Change-$0.20 (-0.63%)
VolumeN/A
Net Assets17.12B
IJMAX vs MVCAX Comparison Chart in %
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IJMAX vs. MVCAX commentary
Aug 18, 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: 17.1B vs. IJMAX (242M). MVCAX pays higher dividends than IJMAX: MVCAX (0.86) vs IJMAX (0.60). 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). MVCAX annual gain was more profitable for investors over the last year : -3.52 vs. IJMAX (-9.12). MVCAX return over 5 years is better than : 47.65 vs. IJMAX (1.76).
IJMAXMVCAXIJMAX / MVCAX
Total Expense Ratio1.350.99136%
Annual Report Gross Expense Ratio1.501.00150%
Fund Existence23 years24 years-
Gain YTD-13.0553.325-393%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets242M17.1B1%
Annual Yield % from dividends0.600.8670%
Returns for 1 year-9.12-3.52259%
Returns for 3 years-13.066.81-192%
Returns for 5 years1.7647.654%
Returns for 10 years-29.0663.09-46%
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