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IJPMX vs MVCAX
IJPMX vs MVCAX Comparison
Open Charts IJPMX vs MVCAX
VY® JPMorgan Mid Cap Value S2
Price$13.36
Change+$0.11 (+0.83%)
VolumeN/A
Net Assets243.27M
IJPMX vs MVCAX Comparison Chart in %
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IJPMX vs. MVCAX commentary
Aug 20, 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 IJPMX is a StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. IJPMX (243M). MVCAX pays higher dividends than IJPMX: MVCAX (0.86) vs IJPMX (0.70). IJPMX was incepted earlier than MVCAX: IJPMX (16 years) vs MVCAX (24 years). IJPMX (1.40) is less costly to investors than MVCAX (1.00). MVCAX is a more actively managed with annual turnover of: 27.00 vs. IJPMX (25.00). IJPMX has a lower initial minimum investment than MVCAX: IJPMX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -3.93 vs. IJPMX (-9.35). MVCAX return over 5 years is better than : 51.57 vs. IJPMX (5.32).
| IJPMX | MVCAX | IJPMX / MVCAX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.40 | 1.00 | 140% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -12.492 | 3.879 | -322% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 17.1B | 1% |
| Annual Yield % from dividends | 0.70 | 0.86 | 82% |
| Returns for 1 year | -9.35 | -3.93 | 238% |
| Returns for 3 years | -10.82 | 9.00 | -120% |
| Returns for 5 years | 5.32 | 51.57 | 10% |
| Returns for 10 years | -24.04 | 72.86 | -33% |
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