Ad is loading...
IJPMX vs VMVAX
IJPMX vs VMVAX Comparison
Open Charts IJPMX vs VMVAX
VY® JPMorgan Mid Cap Value S2
Price$15.33
Change-$0.07 (-0.45%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
IJPMX vs VMVAX Comparison Chart
Loading...
IJPMX vs. VMVAX commentary
Sep 21, 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 IJPMX is a StrongBuy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. IJPMX (305M). VMVAX pays higher dividends than IJPMX: VMVAX (2.14) vs IJPMX (0.78). IJPMX was incepted earlier than VMVAX: IJPMX (16 years) vs VMVAX (13 years). 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 : 21.85 vs. IJPMX (16.39). VMVAX return over 5 years is better than : 48.02 vs. IJPMX (-2.57).
| IJPMX | VMVAX | IJPMX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 6.732 | 14.332 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 30.5B | 1% |
| Annual Yield % from dividends | 0.78 | 2.14 | 37% |
| Returns for 1 year | 16.39 | 21.85 | 75% |
| Returns for 3 years | -13.63 | 17.61 | -77% |
| Returns for 5 years | -2.57 | 48.02 | -5% |
| Returns for 10 years | -23.32 | 96.75 | -24% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GMYPX | 18.52 | -0.03 | -0.16% |
| Goldman Sachs Large Cap Value P | |||
| SSILX | 12.05 | -0.03 | -0.25% |
| State Street International Stock Sel A | |||
| EMGEX | 6.92 | -0.02 | -0.29% |
| Emerging Markets Growth Fund F-3 | |||
| FDFIX | 24.04 | -0.07 | -0.29% |
| Fidelity Flex 500 Index | |||
| CCISX | 10.06 | -0.05 | -0.49% |
| Calamos International Small Cap Gr C | |||