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IJMSX vs VMVIX
IJMSX vs VMVIX Comparison
Open Charts IJMSX vs VMVIX
VY® JPMorgan Mid Cap Value S
Price$16.51
Change+$0.17 (+1.04%)
VolumeN/A
Net Assets270.84M
Vanguard Mid-Cap Value Index Investor
Price$65.77
Change+$0.67 (+1.03%)
VolumeN/A
Net Assets30.1B
IJMSX vs VMVIX Comparison Chart
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IJMSX vs. VMVIX commentary
Jan 31, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. IJMSX (271M). VMVIX pays higher dividends than IJMSX: VMVIX (2.03) vs IJMSX (0.85). IJMSX was incepted earlier than VMVIX: IJMSX (23 years) vs VMVIX (18 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 : 16.12 vs. IJMSX (12.00). VMVIX return over 5 years is better than : 42.58 vs. IJMSX (0.56).
| IJMSX | VMVIX | IJMSX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 2.962 | 2.214 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 30.1B | 1% |
| Annual Yield % from dividends | 0.85 | 2.03 | 42% |
| Returns for 1 year | 12.00 | 16.12 | 74% |
| Returns for 3 years | -13.01 | 13.78 | -94% |
| Returns for 5 years | 0.56 | 42.58 | 1% |
| Returns for 10 years | -20.73 | 90.76 | -23% |
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