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IJMSX vs VMVAX
IJMSX vs VMVAX Comparison
Open Charts IJMSX vs VMVAX
VY® JPMorgan Mid Cap Value S
Price$15.34
Change-$0.17 (-1.10%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$82.82
Change-$0.81 (-0.97%)
VolumeN/A
CapitalizationN/A
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IJMSX vs VMVAX Comparison Chart
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IJMSX vs. VMVAX commentary
Sep 08, 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 IJMSX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. IJMSX (297M). VMVAX pays higher dividends than IJMSX: VMVAX (2.14) vs IJMSX (0.85). IJMSX was incepted earlier than VMVAX: IJMSX (22 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. IJMSX (10.00). 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 : 18.81 vs. IJMSX (15.34). VMVAX return over 5 years is better than : 46.93 vs. IJMSX (0.11).
| IJMSX | VMVAX | IJMSX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 5.751 | 11.557 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 30.5B | 1% |
| Annual Yield % from dividends | 0.85 | 2.14 | 40% |
| Returns for 1 year | 15.34 | 18.81 | 82% |
| Returns for 3 years | -15.74 | 11.58 | -136% |
| Returns for 5 years | 0.11 | 46.93 | 0% |
| Returns for 10 years | -22.01 | 90.12 | -24% |