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IJMSX vs VMVAX
IJMSX vs VMVAX Comparison
Open Charts IJMSX vs VMVAX
VY® JPMorgan Mid Cap Value S
Price$14.71
Change+$0.14 (+0.96%)
VolumeN/A
Net Assets228.49M
Vanguard Mid-Cap Value Index Admiral
Price$78.44
Change+$0.77 (+0.99%)
VolumeN/A
Net Assets29.86B
IJMSX vs VMVAX Comparison Chart
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IJMSX vs. VMVAX commentary
Apr 18, 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 (228M). VMVAX pays higher dividends than IJMSX: VMVAX (2.33) vs IJMSX (0.82). 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). 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 : 2.29 vs. IJMSX (-2.58). VMVAX return over 5 years is better than : 70.09 vs. IJMSX (15.92).
| 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 | -8.192 | -7.247 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 29.9B | 1% |
| Annual Yield % from dividends | 0.82 | 2.33 | 35% |
| Returns for 1 year | -2.58 | 2.29 | -113% |
| Returns for 3 years | -22.80 | 1.13 | -2,023% |
| Returns for 5 years | 15.92 | 70.09 | 23% |
| Returns for 10 years | -32.10 | 64.81 | -50% |
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