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IJMSX vs MVCAX
IJMSX vs MVCAX Comparison
Open Charts IJMSX vs MVCAX
VY® JPMorgan Mid Cap Value S
Price$14.11
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets244.58M
IJMSX vs MVCAX Comparison Chart in %
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IJMSX vs. MVCAX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. IJMSX (245M). MVCAX (0.84) and IJMSX (0.83) have matching dividends . 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 : -1.36 vs. IJMSX (-7.24). MVCAX return over 5 years is better than : 52.66 vs. IJMSX (8.03).
| IJMSX | MVCAX | IJMSX / MVCAX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.25 | 1.00 | 125% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -11.074 | 5.346 | -207% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 17.3B | 1% |
| Annual Yield % from dividends | 0.83 | 0.84 | 99% |
| Returns for 1 year | -7.24 | -1.36 | 532% |
| Returns for 3 years | -6.54 | 13.12 | -50% |
| Returns for 5 years | 8.03 | 52.66 | 15% |
| Returns for 10 years | -18.76 | 76.55 | -25% |
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