IJMSX
Price
$14.71
Change
+$0.72 (+5.15%)
Updated
Feb 3 closing price
Net Assets
189.15M
MVCAX
Price
$31.51
Change
-$0.46 (-1.44%)
Updated
Feb 3 closing price
Net Assets
17.11B
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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$14.71
Change+$0.72 (+5.15%)
VolumeN/A
Net Assets189.15M
MFS Mid Cap Value A
Price$31.51
Change-$0.46 (-1.44%)
VolumeN/A
Net Assets17.11B
IJMSX vs MVCAX Comparison Chart in %
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IJMSX vs. MVCAX commentary
Feb 05, 2026

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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. IJMSX (189M). MVCAX pays higher dividends than IJMSX: MVCAX (1.20) vs IJMSX (0.67). 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). IJMSX (25.00) and MVCAX (24.00) have comparable annual turnover. 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 : 1.90 vs. IJMSX (-8.70). MVCAX return over 5 years is better than : 23.95 vs. IJMSX (-7.78).
IJMSXMVCAXIJMSX / MVCAX
Total Expense Ratio1.100.99111%
Annual Report Gross Expense Ratio1.251.00125%
Fund Existence24 years24 years-
Gain YTD4.1784.78987%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets189M17.1B1%
Annual Yield % from dividends0.671.2056%
Returns for 1 year-8.701.90-459%
Returns for 3 years-6.2611.13-56%
Returns for 5 years-7.7823.95-33%
Returns for 10 years-8.8599.09-9%
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