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IJMIX vs VMVAX
IJMIX vs VMVAX Comparison
Open Charts IJMIX vs VMVAX
VY® JPMorgan Mid Cap Value I
Price$16.23
Change-$0.47 (-2.81%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
IJMIX vs VMVAX Comparison Chart
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IJMIX vs. VMVAX commentary
Dec 19, 2024
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 IJMIX is a Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. IJMIX (297M). VMVAX pays higher dividends than IJMIX: VMVAX (2.14) vs IJMIX (1.05). IJMIX was incepted earlier than VMVAX: IJMIX (23 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. IJMIX (10.00). IJMIX has a lower initial minimum investment than VMVAX: IJMIX (0) vs VMVAX (3000). IJMIX annual gain was more profitable for investors over the last year : 11.91 vs. VMVAX (11.15). VMVAX return over 5 years is better than : 36.17 vs. IJMIX (-0.60).
| IJMIX | VMVAX | IJMIX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 10.743 | 11.523 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 32.8B | 1% |
| Annual Yield % from dividends | 1.05 | 2.14 | 49% |
| Returns for 1 year | 11.91 | 11.15 | 107% |
| Returns for 3 years | -11.42 | 11.18 | -102% |
| Returns for 5 years | -0.60 | 36.17 | -2% |
| Returns for 10 years | -19.08 | 83.84 | -23% |
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