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IJPMX vs MVCAX
IJPMX vs MVCAX Comparison
Open Charts IJPMX vs MVCAX
VY® JPMorgan Mid Cap Value S2
Price$15.64
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets249.12M
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.
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).
| 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 | 2.423 | 2.934 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 17.3B | 1% |
| Annual Yield % from dividends | 0.71 | 0.87 | 81% |
| Returns for 1 year | 7.18 | 1.09 | 658% |
| Returns for 3 years | -4.64 | 18.70 | -25% |
| Returns for 5 years | 18.39 | 60.39 | 30% |
| Returns for 10 years | -26.56 | 64.61 | -41% |
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