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IJPMX vs VMVAX
IJPMX vs VMVAX Comparison
Open Charts IJPMX vs VMVAX
VY® JPMorgan Mid Cap Value S2
Price$13.51
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets244.74M
Vanguard Mid-Cap Value Index Admiral
Price$89.47
Change-$0.27 (-0.30%)
VolumeN/A
Net Assets31.04B
IJPMX vs VMVAX Comparison Chart in %
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IJPMX vs. VMVAX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. IJPMX (245M). VMVAX pays higher dividends than IJPMX: VMVAX (2.22) vs IJPMX (0.70). 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 : 6.80 vs. IJPMX (-9.40). VMVAX return over 5 years is better than : 67.15 vs. IJPMX (3.97).
| 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 | -11.247 | 7.180 | -157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 31B | 1% |
| Annual Yield % from dividends | 0.70 | 2.22 | 32% |
| Returns for 1 year | -9.40 | 6.80 | -138% |
| Returns for 3 years | -5.86 | 26.17 | -22% |
| Returns for 5 years | 3.97 | 67.15 | 6% |
| Returns for 10 years | -22.35 | 102.24 | -22% |
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