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IJMIX vs VMVAX
IJMIX vs VMVAX Comparison
Open Charts IJMIX vs VMVAX
VY® JPMorgan Mid Cap Value I
Price$16.31
Change-$0.07 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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IJMIX vs VMVAX Comparison Chart
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IJMIX vs. VMVAX commentary
Sep 21, 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 StrongBuy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. IJMIX (305M). VMVAX pays higher dividends than IJMIX: VMVAX (2.14) vs IJMIX (1.05). IJMIX was incepted earlier than VMVAX: IJMIX (22 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). VMVAX annual gain was more profitable for investors over the last year : 25.35 vs. IJMIX (20.89). VMVAX return over 5 years is better than : 48.82 vs. IJMIX (2.94).
| IJMIX | VMVAX | IJMIX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 8.621 | 14.946 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 30.5B | 1% |
| Annual Yield % from dividends | 1.05 | 2.14 | 49% |
| Returns for 1 year | 20.89 | 25.35 | 82% |
| Returns for 3 years | -8.17 | 20.71 | -39% |
| Returns for 5 years | 2.94 | 48.82 | 6% |
| Returns for 10 years | -14.78 | 100.88 | -15% |