IJMSX
Price
$16.45
Change
+$0.06 (+0.37%)
Updated
Jul 25 closing price
Net Assets
248.9M
MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
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IJMSX vs MVCAX

Header iconIJMSX vs MVCAX Comparison
Open Charts IJMSX vs MVCAXBanner chart's image
VY® JPMorgan Mid Cap Value S
Price$16.45
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets248.9M
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
IJMSX vs MVCAX Comparison Chart in %
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IJMSX 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 IJMSX is a StrongBuy and MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. IJMSX (249M). MVCAX pays higher dividends than IJMSX: MVCAX (0.87) vs IJMSX (0.80). IJMSX was incepted earlier than MVCAX: IJMSX (23 years) vs MVCAX (24 years). IJMSX (1.25) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. IJMSX (25.00). IJMSX has a lower initial minimum investment than MVCAX: IJMSX (0) vs MVCAX (1000). IJMSX annual gain was more profitable for investors over the last year : 4.78 vs. MVCAX (-1.70). MVCAX return over 5 years is better than : 54.59 vs. IJMSX (18.28).
IJMSXMVCAXIJMSX / MVCAX
Total Expense Ratio1.100.99111%
Annual Report Gross Expense Ratio1.251.00125%
Fund Existence23 years24 years-
Gain YTD3.6553.81496%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets249M17.3B1%
Annual Yield % from dividends0.800.8791%
Returns for 1 year4.78-1.70-282%
Returns for 3 years-4.3616.54-26%
Returns for 5 years18.2854.5933%
Returns for 10 years-22.2167.90-33%
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