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IJPMX vs VMVAX
IJPMX vs VMVAX Comparison
Open Charts IJPMX vs VMVAX
VY® JPMorgan Mid Cap Value S2
Price$15.70
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets290.69M
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
IJPMX vs VMVAX Comparison Chart
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IJPMX vs. VMVAX commentary
Jan 19, 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: 30.1B vs. IJPMX (291M). 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 : 17.93 vs. IJPMX (12.97). VMVAX return over 5 years is better than : 38.32 vs. IJPMX (-5.64).
| 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 | 2.816 | 2.745 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 30.1B | 1% |
| Annual Yield % from dividends | 0.78 | 2.14 | 37% |
| Returns for 1 year | 12.97 | 17.93 | 72% |
| Returns for 3 years | -16.78 | 11.64 | -144% |
| Returns for 5 years | -5.64 | 38.32 | -15% |
| Returns for 10 years | -23.32 | 93.65 | -25% |
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