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IJPMX vs VMVAX
IJPMX vs VMVAX Comparison
Open Charts IJPMX vs VMVAX
VY® JPMorgan Mid Cap Value S2
Price$13.15
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets181.53M
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change-$0.53 (-0.60%)
VolumeN/A
Net Assets31.8B
IJPMX vs VMVAX Comparison Chart in %
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IJPMX vs. VMVAX commentary
Nov 20, 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 IJPMX is a Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. IJPMX (182M). VMVAX pays higher dividends than IJPMX: VMVAX (2.20) vs IJPMX (0.76). IJPMX was incepted earlier than VMVAX: IJPMX (17 years) vs VMVAX (14 years). IJPMX (1.40) is less costly to investors than VMVAX (0.07). IJPMX is a more actively managed with annual turnover of: 25.00 vs. VMVAX (19.00). IJPMX has a lower initial minimum investment than VMVAX: IJPMX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 0.61 vs. IJPMX (-16.69). VMVAX return over 5 years is better than : 50.99 vs. IJPMX (-8.18).
| IJPMX | VMVAX | IJPMX / VMVAX | |
| Total Expense Ratio | 1.25 | 0.07 | 1,786% |
| Annual Report Gross Expense Ratio | 1.40 | 0.07 | 2,000% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -13.671 | 6.005 | -228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 31.8B | 1% |
| Annual Yield % from dividends | 0.76 | 2.20 | 34% |
| Returns for 1 year | -16.69 | 0.61 | -2,732% |
| Returns for 3 years | -9.29 | 24.49 | -38% |
| Returns for 5 years | -8.18 | 50.99 | -16% |
| Returns for 10 years | -25.66 | 97.41 | -26% |
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