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IJMSX vs VMVIX
IJMSX vs VMVIX Comparison
Open Charts IJMSX vs VMVIX
VY® JPMorgan Mid Cap Value S
Price$16.43
Change+$0.05 (+0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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IJMSX vs VMVIX Comparison Chart
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IJMSX vs. VMVIX commentary
Oct 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 StrongBuy and VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31.2B vs. IJMSX (308M). VMVIX pays higher dividends than IJMSX: VMVIX (2.03) vs IJMSX (0.85). IJMSX was incepted earlier than VMVIX: IJMSX (22 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 : 29.22 vs. IJMSX (22.75). VMVIX return over 5 years is better than : 52.82 vs. IJMSX (3.40).
| IJMSX | VMVIX | IJMSX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 10.825 | 17.561 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 31.2B | 1% |
| Annual Yield % from dividends | 0.85 | 2.03 | 42% |
| Returns for 1 year | 22.75 | 29.22 | 78% |
| Returns for 3 years | -12.39 | 17.81 | -70% |
| Returns for 5 years | 3.40 | 52.82 | 6% |
| Returns for 10 years | -12.49 | 114.52 | -11% |
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