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IJMSX vs VMVIX
IJMSX vs VMVIX Comparison
Open Charts IJMSX vs VMVIX
VY® JPMorgan Mid Cap Value S
Price$14.71
Change+$0.14 (+0.96%)
VolumeN/A
Net Assets228.49M
Vanguard Mid-Cap Value Index Investor
Price$59.62
Change+$0.58 (+0.98%)
VolumeN/A
Net Assets29.86B
IJMSX vs VMVIX Comparison Chart
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IJMSX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. IJMSX (228M). VMVIX pays higher dividends than IJMSX: VMVIX (2.20) vs IJMSX (0.82). IJMSX was incepted earlier than VMVIX: IJMSX (23 years) vs VMVIX (19 years). IJMSX (1.26) is less costly to investors than VMVIX (0.19). 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 : 2.30 vs. IJMSX (-2.58). VMVIX return over 5 years is better than : 70.05 vs. IJMSX (15.92).
| IJMSX | VMVIX | IJMSX / VMVIX | |
| Total Expense Ratio | 1.10 | 0.19 | 579% |
| Annual Report Gross Expense Ratio | 1.26 | 0.19 | 663% |
| Fund Existence | 23 years | 19 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 | 2.20 | 37% |
| Returns for 1 year | -2.58 | 2.30 | -112% |
| Returns for 3 years | -22.80 | 1.11 | -2,060% |
| Returns for 5 years | 15.92 | 70.05 | 23% |
| Returns for 10 years | -32.10 | 64.71 | -50% |
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