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IJMSX vs MVCAX
IJMSX vs MVCAX Comparison
Open Charts IJMSX vs MVCAX
VY® JPMorgan Mid Cap Value S
Price$16.27
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets249.12M
IJMSX vs MVCAX Comparison Chart in %
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IJMSX vs. MVCAX commentary
Jul 06, 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 (249M). MVCAX pays higher dividends than IJMSX: MVCAX (0.87) vs IJMSX (0.80). 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). IJMSX annual gain was more profitable for investors over the last year : 7.57 vs. MVCAX (1.09). MVCAX return over 5 years is better than : 60.39 vs. IJMSX (21.06).
| 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 | 2.520 | 2.934 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 17.3B | 1% |
| Annual Yield % from dividends | 0.80 | 0.87 | 91% |
| Returns for 1 year | 7.57 | 1.09 | 694% |
| Returns for 3 years | -3.11 | 18.70 | -17% |
| Returns for 5 years | 21.06 | 60.39 | 35% |
| Returns for 10 years | -23.49 | 64.61 | -36% |
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