Ad is loading...
IJPMX vs VMVAX
IJPMX vs VMVAX Comparison
Open Charts IJPMX vs VMVAX
VY® JPMorgan Mid Cap Value S2
Price$13.85
Change-$0.39 (-2.74%)
VolumeN/A
Net Assets232.77M
Vanguard Mid-Cap Value Index Admiral
Price$76.45
Change-$2.16 (-2.75%)
VolumeN/A
Net Assets29.86B
IJPMX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IJPMX vs. VMVAX commentary
Apr 11, 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 Buy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. IJPMX (233M). VMVAX pays higher dividends than IJPMX: VMVAX (2.33) vs IJPMX (0.73). IJPMX was incepted earlier than VMVAX: IJPMX (16 years) vs VMVAX (14 years). IJPMX (1.41) is less costly to investors than VMVAX (0.07). VMVAX is a more actively managed with annual turnover of: 22.00 vs. IJPMX (10.00). 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 : 0.38 vs. IJPMX (-4.62). VMVAX return over 5 years is better than : 69.33 vs. IJPMX (13.42).
| IJPMX | VMVAX | IJPMX / VMVAX | |
| Total Expense Ratio | 1.25 | 0.07 | 1,786% |
| Annual Report Gross Expense Ratio | 1.41 | 0.07 | 2,014% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -6.745 | -6.125 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 29.9B | 1% |
| Annual Yield % from dividends | 0.73 | 2.33 | 31% |
| Returns for 1 year | -4.62 | 0.38 | -1,221% |
| Returns for 3 years | -22.43 | 2.95 | -760% |
| Returns for 5 years | 13.42 | 69.33 | 19% |
| Returns for 10 years | -34.20 | 67.26 | -51% |
View a ticker or compare two or three
VS
VS
Ad is loading...