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IJMIX vs VMVAX
IJMIX vs VMVAX Comparison
Open Charts IJMIX vs VMVAX
VY® JPMorgan Mid Cap Value I
Price$16.37
Change-$0.26 (-1.56%)
VolumeN/A
Net Assets263.58M
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
IJMIX vs VMVAX Comparison Chart
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IJMIX vs. VMVAX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. IJMIX (264M). 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). VMVAX annual gain was more profitable for investors over the last year : 12.44 vs. IJMIX (6.39). VMVAX return over 5 years is better than : 38.46 vs. IJMIX (-2.50).
| 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 | 0.987 | 1.921 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 30.9B | 1% |
| Annual Yield % from dividends | 1.05 | 2.14 | 49% |
| Returns for 1 year | 6.39 | 12.44 | 51% |
| Returns for 3 years | -12.51 | 15.34 | -82% |
| Returns for 5 years | -2.50 | 38.46 | -7% |
| Returns for 10 years | -22.87 | 81.26 | -28% |
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