IJMSX
Price
$13.91
Change
-$0.09 (-0.64%)
Updated
Aug 15 closing price
Net Assets
242.12M
MVCAX
Price
$31.70
Change
-$0.20 (-0.63%)
Updated
Aug 15 closing price
Net Assets
17.12B
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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$13.91
Change-$0.09 (-0.64%)
VolumeN/A
Net Assets242.12M
MFS Mid Cap Value A
Price$31.70
Change-$0.20 (-0.63%)
VolumeN/A
Net Assets17.12B
IJMSX vs MVCAX Comparison Chart in %
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IJMSX vs. MVCAX commentary
Aug 19, 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: 17.1B vs. IJMSX (242M). MVCAX pays higher dividends than IJMSX: MVCAX (0.86) vs IJMSX (0.79). 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). MVCAX annual gain was more profitable for investors over the last year : -3.52 vs. IJMSX (-8.25). MVCAX return over 5 years is better than : 47.65 vs. IJMSX (4.96).
IJMSXMVCAXIJMSX / MVCAX
Total Expense Ratio1.100.99111%
Annual Report Gross Expense Ratio1.251.00125%
Fund Existence23 years24 years-
Gain YTD-12.3343.325-371%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets242M17.1B1%
Annual Yield % from dividends0.790.8691%
Returns for 1 year-8.25-3.52235%
Returns for 3 years-11.346.81-167%
Returns for 5 years4.9647.6510%
Returns for 10 years-25.2063.09-40%
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