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IJMSX vs VMVAX
IJMSX vs VMVAX Comparison
Open Charts IJMSX vs VMVAX
VY® JPMorgan Mid Cap Value S
Price$15.55
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets240.2M
Vanguard Mid-Cap Value Index Admiral
Price$83.60
Change-$0.19 (-0.23%)
VolumeN/A
Net Assets29.95B
IJMSX vs VMVAX Comparison Chart
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IJMSX vs. VMVAX commentary
Jun 07, 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: 29.9B vs. IJMSX (240M). VMVAX pays higher dividends than IJMSX: VMVAX (2.31) vs IJMSX (0.81). 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 : 6.37 vs. IJMSX (1.22). VMVAX return over 5 years is better than : 56.72 vs. IJMSX (6.12).
| 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 | -1.764 | 0.061 | -2,895% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 29.9B | 1% |
| Annual Yield % from dividends | 0.81 | 2.31 | 35% |
| Returns for 1 year | 1.22 | 6.37 | 19% |
| Returns for 3 years | -15.43 | 12.81 | -120% |
| Returns for 5 years | 6.12 | 56.72 | 11% |
| Returns for 10 years | -26.94 | 80.09 | -34% |
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