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IJPMX vs MVCAX
IJPMX vs MVCAX Comparison
Open Charts IJPMX vs MVCAX
VY® JPMorgan Mid Cap Value S2
Price$14.04
Change+$0.68 (+5.09%)
VolumeN/A
Net Assets189.47M
IJPMX vs MVCAX Comparison Chart in %
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IJPMX vs. MVCAX commentary
Feb 05, 2026
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: 17.1B vs. IJPMX (189M). MVCAX pays higher dividends than IJPMX: MVCAX (1.20) vs IJPMX (0.69). 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). IJPMX (25.00) and MVCAX (24.00) have comparable annual turnover. 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 : 1.90 vs. IJPMX (-9.38). MVCAX return over 5 years is better than : 23.95 vs. IJPMX (-10.21).
| 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 | 4.232 | 4.789 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 17.1B | 1% |
| Annual Yield % from dividends | 0.69 | 1.20 | 57% |
| Returns for 1 year | -9.38 | 1.90 | -495% |
| Returns for 3 years | -7.79 | 11.13 | -70% |
| Returns for 5 years | -10.21 | 23.95 | -43% |
| Returns for 10 years | -12.86 | 99.09 | -13% |
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