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IJMIX vs VMVIX
IJMIX vs VMVIX Comparison
Open Charts IJMIX vs VMVIX
VY® JPMorgan Mid Cap Value I
Price$16.37
Change-$0.26 (-1.56%)
VolumeN/A
Net Assets263.58M
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
IJMIX vs VMVIX Comparison Chart
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IJMIX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. IJMIX (264M). VMVIX pays higher dividends than IJMIX: VMVIX (2.03) vs IJMIX (1.05). IJMIX was incepted earlier than VMVIX: IJMIX (23 years) vs VMVIX (19 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). VMVIX annual gain was more profitable for investors over the last year : 12.42 vs. IJMIX (6.39). VMVIX return over 5 years is better than : 38.40 vs. IJMIX (-2.50).
| IJMIX | VMVIX | IJMIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 0.987 | 1.900 | 52% |
| 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 | 2.03 | 52% |
| Returns for 1 year | 6.39 | 12.42 | 51% |
| Returns for 3 years | -12.51 | 15.30 | -82% |
| Returns for 5 years | -2.50 | 38.40 | -7% |
| Returns for 10 years | -22.87 | 81.10 | -28% |
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