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IJMIX vs VMVAX
IJMIX vs VMVAX Comparison
Open Charts IJMIX vs VMVAX
VY® JPMorgan Mid Cap Value I
Price$14.54
Change-$0.78 (-5.09%)
VolumeN/A
Net Assets224.76M
Vanguard Mid-Cap Value Index Admiral
Price$75.54
Change-$4.66 (-5.81%)
VolumeN/A
Net Assets30.85B
IJMIX vs VMVAX Comparison Chart
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IJMIX vs. VMVAX commentary
Apr 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 IJMIX is a Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.8B vs. IJMIX (225M). VMVAX pays higher dividends than IJMIX: VMVAX (2.33) vs IJMIX (1.04). 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). 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 : -4.20 vs. IJMIX (-8.28). VMVAX return over 5 years is better than : 94.79 vs. IJMIX (36.67).
| 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 | -10.302 | -9.791 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 30.8B | 1% |
| Annual Yield % from dividends | 1.04 | 2.33 | 45% |
| Returns for 1 year | -8.28 | -4.20 | 197% |
| Returns for 3 years | -23.28 | -1.17 | 1,983% |
| Returns for 5 years | 36.67 | 94.79 | 39% |
| Returns for 10 years | -31.58 | 61.30 | -52% |