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IJPMX vs MVCAX
IJPMX vs MVCAX Comparison
Open Charts IJPMX vs MVCAX
VY® JPMorgan Mid Cap Value S2
Price$13.47
Change+$0.15 (+1.13%)
VolumeN/A
Net Assets186.65M
IJPMX vs MVCAX Comparison Chart in %
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IJPMX vs. MVCAX commentary
Oct 21, 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 Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. IJPMX (187M). MVCAX pays higher dividends than IJPMX: MVCAX (0.84) vs IJPMX (0.74). IJPMX was incepted earlier than MVCAX: IJPMX (17 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 : -9.14 vs. IJPMX (-15.06). MVCAX return over 5 years is better than : 44.40 vs. IJPMX (0.35).
| IJPMX | MVCAX | IJPMX / MVCAX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.40 | 1.00 | 140% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -12.754 | 3.585 | -356% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 16.9B | 1% |
| Annual Yield % from dividends | 0.74 | 0.84 | 89% |
| Returns for 1 year | -15.06 | -9.14 | 165% |
| Returns for 3 years | -1.57 | 20.07 | -8% |
| Returns for 5 years | 0.35 | 44.40 | 1% |
| Returns for 10 years | -24.55 | 70.98 | -35% |
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