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IJMIX vs VMVAX
IJMIX vs VMVAX Comparison
Open Charts IJMIX vs VMVAX
VY® JPMorgan Mid Cap Value I
Price$15.73
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets237.2M
Vanguard Mid-Cap Value Index Admiral
Price$82.33
Change+$0.60 (+0.73%)
VolumeN/A
Net Assets29.07B
IJMIX vs VMVAX Comparison Chart
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IJMIX vs. VMVAX commentary
May 09, 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 IJMIX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. IJMIX (237M). VMVAX pays higher dividends than IJMIX: VMVAX (2.40) vs IJMIX (1.06). IJMIX was incepted earlier than VMVAX: IJMIX (23 years) vs VMVAX (14 years). IJMIX (1.01) is less costly to investors than VMVAX (0.07). IJMIX is a more actively managed with annual turnover of: 25.00 vs. VMVAX (19.00). IJMIX has a lower initial minimum investment than VMVAX: IJMIX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 3.70 vs. IJMIX (-1.16). VMVAX return over 5 years is better than : 75.12 vs. IJMIX (22.29).
| IJMIX | VMVAX | IJMIX / VMVAX | |
| Total Expense Ratio | 0.85 | 0.07 | 1,214% |
| Annual Report Gross Expense Ratio | 1.01 | 0.07 | 1,443% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -3.701 | -2.399 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 29.1B | 1% |
| Annual Yield % from dividends | 1.06 | 2.40 | 44% |
| Returns for 1 year | -1.16 | 3.70 | -31% |
| Returns for 3 years | -13.17 | 14.12 | -93% |
| Returns for 5 years | 22.29 | 75.12 | 30% |
| Returns for 10 years | -25.86 | 73.65 | -35% |