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IJMIX vs VMVIX
IJMIX vs VMVIX Comparison
Open Charts IJMIX vs VMVIX
VY® JPMorgan Mid Cap Value I
Price$15.32
Change-$0.74 (-4.61%)
VolumeN/A
Net Assets248.56M
Vanguard Mid-Cap Value Index Investor
Price$60.96
Change-$2.85 (-4.47%)
VolumeN/A
Net Assets30.85B
IJMIX vs VMVIX Comparison Chart
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IJMIX vs. VMVIX commentary
Apr 05, 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.8B vs. IJMIX (249M). VMVIX pays higher dividends than IJMIX: VMVIX (2.20) vs IJMIX (1.04). IJMIX was incepted earlier than VMVIX: IJMIX (23 years) vs VMVIX (19 years). IJMIX (1.01) is less costly to investors than VMVIX (0.19). VMVIX is a more actively managed with annual turnover of: 22.00 vs. IJMIX (10.00). IJMIX has a lower initial minimum investment than VMVIX: IJMIX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 5.62 vs. IJMIX (-0.00). VMVIX return over 5 years is better than : 116.35 vs. IJMIX (50.95).
| IJMIX | VMVIX | IJMIX / VMVIX | |
| Total Expense Ratio | 0.85 | 0.19 | 447% |
| Annual Report Gross Expense Ratio | 1.01 | 0.19 | 532% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -0.925 | 0.246 | -375% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 30.8B | 1% |
| Annual Yield % from dividends | 1.04 | 2.20 | 47% |
| Returns for 1 year | -0.00 | 5.62 | -0% |
| Returns for 3 years | -16.07 | 8.94 | -180% |
| Returns for 5 years | 50.95 | 116.35 | 44% |
| Returns for 10 years | -24.87 | 78.45 | -32% |