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IJPMX vs VMVIX
IJPMX vs VMVIX Comparison
Open Charts IJPMX vs VMVIX
VY® JPMorgan Mid Cap Value S2
Price$15.33
Change-$0.07 (-0.45%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$65.48
Change-$0.28 (-0.43%)
VolumeN/A
CapitalizationN/A
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IJPMX vs VMVIX Comparison Chart
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IJPMX vs. VMVIX commentary
Sep 21, 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 StrongBuy and VMVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.5B vs. IJPMX (305M). VMVIX pays higher dividends than IJPMX: VMVIX (2.03) vs IJPMX (0.78). IJPMX was incepted earlier than VMVIX: IJPMX (16 years) vs VMVIX (18 years). VMVIX is a more actively managed with annual turnover of: 22.00 vs. IJPMX (10.00). 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 : 21.83 vs. IJPMX (16.39). VMVIX return over 5 years is better than : 47.93 vs. IJPMX (-2.57).
| IJPMX | VMVIX | IJPMX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 6.732 | 14.287 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 30.5B | 1% |
| Annual Yield % from dividends | 0.78 | 2.03 | 39% |
| Returns for 1 year | 16.39 | 21.83 | 75% |
| Returns for 3 years | -13.63 | 17.59 | -78% |
| Returns for 5 years | -2.57 | 47.93 | -5% |
| Returns for 10 years | -23.32 | 96.48 | -24% |
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