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IJPMX vs VMVIX
IJPMX vs VMVIX Comparison
Open Charts IJPMX vs VMVIX
VY® JPMorgan Mid Cap Value S2
Price$13.51
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets244.74M
Vanguard Mid-Cap Value Index Investor
Price$68.00
Change-$0.20 (-0.29%)
VolumeN/A
Net Assets31.04B
IJPMX vs VMVIX Comparison Chart in %
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IJPMX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. IJPMX (245M). VMVIX pays higher dividends than IJPMX: VMVIX (2.10) vs IJPMX (0.70). IJPMX was incepted earlier than VMVIX: IJPMX (17 years) vs VMVIX (19 years). IJPMX (1.40) is less costly to investors than VMVIX (0.19). IJPMX is a more actively managed with annual turnover of: 25.00 vs. VMVIX (19.00). IJPMX has a lower initial minimum investment than VMVIX: IJPMX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 6.79 vs. IJPMX (-9.40). VMVIX return over 5 years is better than : 67.04 vs. IJPMX (3.97).
| IJPMX | VMVIX | IJPMX / VMVIX | |
| Total Expense Ratio | 1.25 | 0.19 | 658% |
| Annual Report Gross Expense Ratio | 1.40 | 0.19 | 737% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | -11.247 | 7.156 | -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 | 2.10 | 33% |
| Returns for 1 year | -9.40 | 6.79 | -138% |
| Returns for 3 years | -5.86 | 26.13 | -22% |
| Returns for 5 years | 3.97 | 67.04 | 6% |
| Returns for 10 years | -22.35 | 102.19 | -22% |
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