Interact to see
Advertisement
Advertisement
IJMSX vs VMVAX
IJMSX vs VMVAX Comparison
Open Charts IJMSX vs VMVAX
VY® JPMorgan Mid Cap Value S
Price$13.77
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets181.53M
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change-$0.53 (-0.60%)
VolumeN/A
Net Assets31.8B
IJMSX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IJMSX vs. VMVAX commentary
Nov 20, 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 Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. IJMSX (182M). VMVAX pays higher dividends than IJMSX: VMVAX (2.20) vs IJMSX (0.84). IJMSX was incepted earlier than VMVAX: IJMSX (24 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 : 0.61 vs. IJMSX (-16.00). VMVAX return over 5 years is better than : 50.99 vs. IJMSX (-5.68).
| 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 | 24 years | 14 years | - |
| Gain YTD | -12.965 | 6.005 | -216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 31.8B | 1% |
| Annual Yield % from dividends | 0.84 | 2.20 | 38% |
| Returns for 1 year | -16.00 | 0.61 | -2,620% |
| Returns for 3 years | -7.75 | 24.49 | -32% |
| Returns for 5 years | -5.68 | 50.99 | -11% |
| Returns for 10 years | -22.21 | 97.41 | -23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers