IJPMX
Price
$15.64
Change
+$0.06 (+0.39%)
Updated
Jul 3 closing price
Net Assets
249.12M
MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
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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$15.64
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets249.12M
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
IJPMX vs MVCAX Comparison Chart in %
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IJPMX vs. MVCAX commentary
Jul 07, 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 : 7.18 vs. MVCAX (1.09). MVCAX return over 5 years is better than : 60.39 vs. IJPMX (18.39).
IJPMXMVCAXIJPMX / MVCAX
Total Expense Ratio1.250.99126%
Annual Report Gross Expense Ratio1.401.00140%
Fund Existence16 years24 years-
Gain YTD2.4232.93483%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets249M17.3B1%
Annual Yield % from dividends0.710.8781%
Returns for 1 year7.181.09658%
Returns for 3 years-4.6418.70-25%
Returns for 5 years18.3960.3930%
Returns for 10 years-26.5664.61-41%
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