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IJMSX vs VMVIX
IJMSX vs VMVIX Comparison
Open Charts IJMSX vs VMVIX
VY® JPMorgan Mid Cap Value S
Price$16.54
Change-$0.04 (-0.24%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.83
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
IJMSX vs VMVIX Comparison Chart
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IJMSX vs. VMVIX commentary
Nov 18, 2024
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: 30.9B vs. IJMSX (307M). 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 : 27.06 vs. IJMSX (21.87). VMVIX return over 5 years is better than : 47.37 vs. IJMSX (0.82).
| 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 | 11.908 | 17.315 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 30.9B | 1% |
| Annual Yield % from dividends | 0.85 | 2.03 | 42% |
| Returns for 1 year | 21.87 | 27.06 | 81% |
| Returns for 3 years | -14.90 | 13.52 | -110% |
| Returns for 5 years | 0.82 | 47.37 | 2% |
| Returns for 10 years | -18.84 | 96.63 | -20% |