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IJMSX vs VMVAX
IJMSX vs VMVAX Comparison
Open Charts IJMSX vs VMVAX
VY® JPMorgan Mid Cap Value S
Price$14.16
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets244.74M
Vanguard Mid-Cap Value Index Admiral
Price$89.52
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets31.04B
IJMSX vs VMVAX Comparison Chart in %
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IJMSX vs. VMVAX commentary
Aug 30, 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: 31B vs. IJMSX (245M). VMVAX pays higher dividends than IJMSX: VMVAX (2.22) vs IJMSX (0.79). IJMSX was incepted earlier than VMVAX: IJMSX (23 years) vs VMVAX (14 years). IJMSX (1.25) 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 : 6.27 vs. IJMSX (-9.40). VMVAX return over 5 years is better than : 66.64 vs. IJMSX (6.46).
| IJMSX | VMVAX | IJMSX / VMVAX | |
| Total Expense Ratio | 1.10 | 0.07 | 1,571% |
| Annual Report Gross Expense Ratio | 1.25 | 0.07 | 1,786% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -10.822 | 6.858 | -158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 31B | 1% |
| Annual Yield % from dividends | 0.79 | 2.22 | 35% |
| Returns for 1 year | -9.40 | 6.27 | -150% |
| Returns for 3 years | -3.54 | 27.32 | -13% |
| Returns for 5 years | 6.46 | 66.64 | 10% |
| Returns for 10 years | -16.72 | 107.59 | -16% |
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