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IJMSX vs MVCAX
IJMSX vs MVCAX Comparison
Open Charts IJMSX vs MVCAX
VY® JPMorgan Mid Cap Value S
Price$14.42
Change+$0.14 (+0.98%)
VolumeN/A
Net Assets187.98M
IJMSX vs MVCAX Comparison Chart in %
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IJMSX vs. MVCAX commentary
Dec 13, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. IJMSX (188M). MVCAX (0.83) and IJMSX (0.82) have matching dividends . IJMSX was incepted earlier than MVCAX: IJMSX (24 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). MVCAX annual gain was more profitable for investors over the last year : -4.12 vs. IJMSX (-12.55). MVCAX return over 5 years is better than : 27.20 vs. IJMSX (-4.69).
| IJMSX | MVCAX | IJMSX / MVCAX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.25 | 1.00 | 125% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -9.120 | 0.196 | -4,664% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 17.2B | 1% |
| Annual Yield % from dividends | 0.82 | 0.83 | 99% |
| Returns for 1 year | -12.55 | -4.12 | 305% |
| Returns for 3 years | -4.42 | 12.85 | -34% |
| Returns for 5 years | -4.69 | 27.20 | -17% |
| Returns for 10 years | -15.95 | 72.41 | -22% |
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