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IJMAX vs VMVAX
IJMAX vs VMVAX Comparison
Open Charts IJMAX vs VMVAX
VY® JPMorgan Mid Cap Value A
Price$14.45
Change-$0.70 (-4.62%)
VolumeN/A
Net Assets248.56M
Vanguard Mid-Cap Value Index Admiral
Price$80.20
Change-$3.75 (-4.47%)
VolumeN/A
Net Assets30.85B
IJMAX vs VMVAX Comparison Chart
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IJMAX vs. VMVAX commentary
Apr 04, 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 IJMAX is a Buy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.8B vs. IJMAX (249M). VMVAX pays higher dividends than IJMAX: VMVAX (2.33) vs IJMAX (0.62). IJMAX was incepted earlier than VMVAX: IJMAX (23 years) vs VMVAX (14 years). IJMAX (1.51) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 22.00 vs. IJMAX (10.00). IJMAX has a lower initial minimum investment than VMVAX: IJMAX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 5.64 vs. IJMAX (-0.74). VMVAX return over 5 years is better than : 116.47 vs. IJMAX (44.21).
| IJMAX | VMVAX | IJMAX / VMVAX | |
| Total Expense Ratio | 1.35 | 0.07 | 1,929% |
| Annual Report Gross Expense Ratio | 1.51 | 0.07 | 2,157% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -0.980 | 0.252 | -389% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 30.8B | 1% |
| Annual Yield % from dividends | 0.62 | 2.33 | 27% |
| Returns for 1 year | -0.74 | 5.64 | -13% |
| Returns for 3 years | -18.66 | 8.98 | -208% |
| Returns for 5 years | 44.21 | 116.47 | 38% |
| Returns for 10 years | -31.07 | 78.55 | -40% |
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