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IJMIX vs VMVIX
IJMIX vs VMVIX Comparison
Open Charts IJMIX vs VMVIX
VY® JPMorgan Mid Cap Value I
Price$16.23
Change-$0.47 (-2.81%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$63.51
Change-$1.88 (-2.88%)
VolumeN/A
CapitalizationN/A
IJMIX vs VMVIX Comparison Chart
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IJMIX vs. VMVIX commentary
Dec 19, 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 Hold and VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. IJMIX (297M). VMVIX pays higher dividends than IJMIX: VMVIX (2.03) vs IJMIX (1.05). IJMIX was incepted earlier than VMVIX: IJMIX (23 years) vs VMVIX (18 years). 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). IJMIX annual gain was more profitable for investors over the last year : 11.91 vs. VMVIX (11.14). VMVIX return over 5 years is better than : 36.10 vs. IJMIX (-0.60).
| IJMIX | VMVIX | IJMIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 10.743 | 11.487 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 32.8B | 1% |
| Annual Yield % from dividends | 1.05 | 2.03 | 52% |
| Returns for 1 year | 11.91 | 11.14 | 107% |
| Returns for 3 years | -11.42 | 11.16 | -102% |
| Returns for 5 years | -0.60 | 36.10 | -2% |
| Returns for 10 years | -19.08 | 83.66 | -23% |
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