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IJMSX vs VMVAX
IJMSX vs VMVAX Comparison
Open Charts IJMSX vs VMVAX
VY® JPMorgan Mid Cap Value S
Price$15.86
Change-$0.46 (-2.82%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
IJMSX vs VMVAX Comparison Chart
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IJMSX vs. VMVAX commentary
Dec 19, 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 Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. IJMSX (297M). VMVAX pays higher dividends than IJMSX: VMVAX (2.14) vs IJMSX (0.85). IJMSX was incepted earlier than VMVAX: IJMSX (23 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 : 15.41 vs. IJMSX (11.55). VMVAX return over 5 years is better than : 40.94 vs. IJMSX (-2.57).
| IJMSX | VMVAX | IJMSX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 10.419 | 14.833 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 32.8B | 1% |
| Annual Yield % from dividends | 0.85 | 2.14 | 40% |
| Returns for 1 year | 11.55 | 15.41 | 75% |
| Returns for 3 years | -12.62 | 14.48 | -87% |
| Returns for 5 years | -2.57 | 40.94 | -6% |
| Returns for 10 years | -22.17 | 89.30 | -25% |
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