IJMIX
Price
$14.53
Change
-$0.01 (-0.07%)
Updated
Sep 5 closing price
Net Assets
244.58M
MVCAX
Price
$32.37
Change
-$0.00 (-0.00%)
Updated
Sep 5 closing price
Net Assets
17.31B
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IJMIX vs MVCAX

Header iconIJMIX vs MVCAX Comparison
Open Charts IJMIX vs MVCAXBanner chart's image
VY® JPMorgan Mid Cap Value I
Price$14.53
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets244.58M
MFS Mid Cap Value A
Price$32.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets17.31B
IJMIX vs MVCAX Comparison Chart in %
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IJMIX vs. MVCAX commentary
Sep 08, 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 IJMIX is a StrongBuy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. IJMIX (245M). IJMIX pays higher dividends than MVCAX: IJMIX (1.05) vs MVCAX (0.84). IJMIX was incepted earlier than MVCAX: IJMIX (23 years) vs MVCAX (24 years). IJMIX (1.00) and MVCAX (1.00) have similar cost to investors . MVCAX is a more actively managed with annual turnover of: 27.00 vs. IJMIX (25.00). IJMIX has a lower initial minimum investment than MVCAX: IJMIX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -2.57 vs. IJMIX (-7.46). MVCAX return over 5 years is better than : 52.00 vs. IJMIX (9.49).
IJMIXMVCAXIJMIX / MVCAX
Total Expense Ratio0.850.9986%
Annual Report Gross Expense Ratio1.001.00100%
Fund Existence23 years24 years-
Gain YTD-10.3485.508-188%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets245M17.3B1%
Annual Yield % from dividends1.050.84126%
Returns for 1 year-7.46-2.57291%
Returns for 3 years-0.5118.36-3%
Returns for 5 years9.4952.0018%
Returns for 10 years-15.4275.57-20%
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