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IJMIX vs MVCAX
IJMIX vs MVCAX Comparison
Open Charts IJMIX vs MVCAX
VY® JPMorgan Mid Cap Value I
Price$16.83
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets248.9M
IJMIX vs MVCAX Comparison Chart in %
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IJMIX vs. MVCAX commentary
Jul 28, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. IJMIX (249M). IJMIX pays higher dividends than MVCAX: IJMIX (1.02) vs MVCAX (0.87). 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 : 5.18 vs. MVCAX (-1.70). MVCAX return over 5 years is better than : 54.59 vs. IJMIX (20.76).
| 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 | 3.825 | 3.814 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 17.3B | 1% |
| Annual Yield % from dividends | 1.02 | 0.87 | 116% |
| Returns for 1 year | 5.18 | -1.70 | -306% |
| Returns for 3 years | -2.99 | 16.54 | -18% |
| Returns for 5 years | 20.76 | 54.59 | 38% |
| Returns for 10 years | -19.10 | 67.90 | -28% |
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