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IJPMX vs VMVAX
IJPMX vs VMVAX Comparison
Open Charts IJPMX vs VMVAX
VY® JPMorgan Mid Cap Value S2
Price$15.25
Change-$0.44 (-2.80%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
IJPMX vs VMVAX Comparison Chart
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IJPMX vs. VMVAX commentary
Dec 19, 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 Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. IJPMX (297M). 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 : 15.41 vs. IJPMX (11.15). VMVAX return over 5 years is better than : 40.94 vs. IJPMX (-4.79).
| 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 | 10.028 | 14.833 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 32.8B | 1% |
| Annual Yield % from dividends | 0.78 | 2.14 | 37% |
| Returns for 1 year | 11.15 | 15.41 | 72% |
| Returns for 3 years | -14.02 | 14.48 | -97% |
| Returns for 5 years | -4.79 | 40.94 | -12% |
| Returns for 10 years | -25.27 | 89.30 | -28% |
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