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IJMSX vs VMVIX
IJMSX vs VMVIX Comparison
Open Charts IJMSX vs VMVIX
VY® JPMorgan Mid Cap Value S
Price$15.95
Change-$0.18 (-1.12%)
VolumeN/A
Net Assets264.29M
Vanguard Mid-Cap Value Index Investor
Price$64.81
Change-$0.53 (-0.81%)
VolumeN/A
Net Assets30.89B
IJMSX vs VMVIX Comparison Chart
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IJMSX vs. VMVIX commentary
Mar 04, 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. IJMSX (264M). VMVIX pays higher dividends than IJMSX: VMVIX (2.03) vs IJMSX (0.85). IJMSX was incepted earlier than VMVIX: IJMSX (23 years) vs VMVIX (19 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. IJMSX (10.00). IJMSX has a lower initial minimum investment than VMVIX: IJMSX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 11.43 vs. IJMSX (4.29). VMVIX return over 5 years is better than : 51.83 vs. IJMSX (3.20).
| IJMSX | VMVIX | IJMSX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 0.504 | 2.591 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 30.9B | 1% |
| Annual Yield % from dividends | 0.85 | 2.03 | 42% |
| Returns for 1 year | 4.29 | 11.43 | 38% |
| Returns for 3 years | -14.34 | 15.12 | -95% |
| Returns for 5 years | 3.20 | 51.83 | 6% |
| Returns for 10 years | -24.54 | 86.47 | -28% |
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