IJPMX
Price
$15.82
Change
+$0.06 (+0.38%)
Updated
Jul 25 closing price
Net Assets
248.9M
MVCAX
Price
$31.85
Change
+$0.18 (+0.57%)
Updated
Jul 25 closing price
Net Assets
17.3B
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IJPMX vs MVCAX

Header iconIJPMX vs MVCAX Comparison
Open Charts IJPMX vs MVCAXBanner chart's image
VY® JPMorgan Mid Cap Value S2
Price$15.82
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets248.9M
MFS Mid Cap Value A
Price$31.85
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets17.3B
IJPMX vs MVCAX Comparison Chart in %
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IJPMX vs. MVCAX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. IJPMX (249M). MVCAX pays higher dividends than IJPMX: MVCAX (0.87) vs IJPMX (0.71). 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). IJPMX annual gain was more profitable for investors over the last year : 4.44 vs. MVCAX (-1.70). MVCAX return over 5 years is better than : 54.59 vs. IJPMX (15.71).
IJPMXMVCAXIJPMX / MVCAX
Total Expense Ratio1.250.99126%
Annual Report Gross Expense Ratio1.401.00140%
Fund Existence16 years24 years-
Gain YTD3.6023.81494%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets249M17.3B1%
Annual Yield % from dividends0.710.8781%
Returns for 1 year4.44-1.70-262%
Returns for 3 years-5.8516.54-35%
Returns for 5 years15.7154.5929%
Returns for 10 years-25.2967.90-37%
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