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IJMSX vs MVCAX
IJMSX vs MVCAX Comparison
Open Charts IJMSX vs MVCAX
VY® JPMorgan Mid Cap Value S
Price$13.99
Change-$0.13 (-0.92%)
VolumeN/A
Net Assets184.44M
IJMSX vs MVCAX Comparison Chart in %
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IJMSX vs. MVCAX commentary
Nov 14, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. IJMSX (184M). MVCAX (0.85) and IJMSX (0.84) 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 : -10.09 vs. IJMSX (-15.67). MVCAX return over 5 years is better than : 36.60 vs. IJMSX (-4.14).
| 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 | -11.830 | 3.814 | -310% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 16.8B | 1% |
| Annual Yield % from dividends | 0.84 | 0.85 | 99% |
| Returns for 1 year | -15.67 | -10.09 | 155% |
| Returns for 3 years | -5.75 | 12.47 | -46% |
| Returns for 5 years | -4.14 | 36.60 | -11% |
| Returns for 10 years | -19.91 | 72.05 | -28% |
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