Interact to see
Advertisement
Advertisement
IJMIX vs MVCAX
IJMIX vs MVCAX Comparison
Open Charts IJMIX vs MVCAX
VY® JPMorgan Mid Cap Value I
Price$15.83
Change-$0.22 (-1.37%)
VolumeN/A
Net Assets238.37M
IJMIX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IJMIX vs. MVCAX commentary
Jun 16, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. IJMIX (238M). IJMIX pays higher dividends than MVCAX: IJMIX (1.04) vs MVCAX (0.89). 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). IJMIX annual gain was more profitable for investors over the last year : 1.77 vs. MVCAX (-4.53). MVCAX return over 5 years is better than : 51.98 vs. IJMIX (17.08).
| IJMIX | MVCAX | IJMIX / MVCAX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 1.00 | 1.00 | 100% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -2.344 | -2.086 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 16.6B | 1% |
| Annual Yield % from dividends | 1.04 | 0.89 | 116% |
| Returns for 1 year | 1.77 | -4.53 | -39% |
| Returns for 3 years | -5.98 | 13.00 | -46% |
| Returns for 5 years | 17.08 | 51.98 | 33% |
| Returns for 10 years | -25.23 | 53.51 | -47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement