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IJMSX vs VMVAX
IJMSX vs VMVAX Comparison
Open Charts IJMSX vs VMVAX
VY® JPMorgan Mid Cap Value S
Price$15.39
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets237.2M
Vanguard Mid-Cap Value Index Admiral
Price$82.33
Change+$0.60 (+0.73%)
VolumeN/A
Net Assets29.07B
IJMSX vs VMVAX Comparison Chart
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IJMSX vs. VMVAX commentary
May 09, 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 IJMSX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. IJMSX (237M). VMVAX pays higher dividends than IJMSX: VMVAX (2.40) vs IJMSX (0.83). IJMSX was incepted earlier than VMVAX: IJMSX (23 years) vs VMVAX (14 years). IJMSX (1.26) is less costly to investors than VMVAX (0.07). IJMSX is a more actively managed with annual turnover of: 25.00 vs. VMVAX (19.00). IJMSX has a lower initial minimum investment than VMVAX: IJMSX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 3.70 vs. IJMSX (-1.49). VMVAX return over 5 years is better than : 75.12 vs. IJMSX (19.76).
| IJMSX | VMVAX | IJMSX / VMVAX | |
| Total Expense Ratio | 1.10 | 0.07 | 1,571% |
| Annual Report Gross Expense Ratio | 1.26 | 0.07 | 1,800% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -3.781 | -2.399 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 29.1B | 1% |
| Annual Yield % from dividends | 0.83 | 2.40 | 35% |
| Returns for 1 year | -1.49 | 3.70 | -40% |
| Returns for 3 years | -14.32 | 14.12 | -101% |
| Returns for 5 years | 19.76 | 75.12 | 26% |
| Returns for 10 years | -28.68 | 73.65 | -39% |