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IJPMX vs VMVAX
IJPMX vs VMVAX Comparison
Open Charts IJPMX vs VMVAX
VY® JPMorgan Mid Cap Value S2
Price$15.42
Change-$0.24 (-1.53%)
VolumeN/A
Net Assets267.83M
Vanguard Mid-Cap Value Index Admiral
Price$85.40
Change-$0.97 (-1.12%)
VolumeN/A
Net Assets30.89B
IJPMX vs VMVAX Comparison Chart
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IJPMX vs. VMVAX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. IJPMX (268M). 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 : 14.54 vs. IJPMX (5.68). VMVAX return over 5 years is better than : 40.18 vs. IJPMX (-6.56).
| 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 | 0.982 | 3.187 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 30.9B | 1% |
| Annual Yield % from dividends | 0.78 | 2.14 | 37% |
| Returns for 1 year | 5.68 | 14.54 | 39% |
| Returns for 3 years | -15.05 | 15.64 | -96% |
| Returns for 5 years | -6.56 | 40.18 | -16% |
| Returns for 10 years | -28.74 | 83.62 | -34% |