IJMAX
Price
$15.67
Change
+$0.06 (+0.38%)
Updated
Jul 3 closing price
Net Assets
249.12M
VMVIX
Price
$65.92
Change
+$0.16 (+0.24%)
Updated
Jul 3 closing price
Net Assets
29.95B
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IJMAX vs VMVIX

Header iconIJMAX vs VMVIX Comparison
Open Charts IJMAX vs VMVIXBanner chart's image
VY® JPMorgan Mid Cap Value A
Price$15.67
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets249.12M
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
IJMAX vs VMVIX Comparison Chart in %
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IJMAX vs. VMVIX commentary
Jul 06, 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 IJMAX is a StrongBuy and VMVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. IJMAX (249M). VMVIX pays higher dividends than IJMAX: VMVIX (2.14) vs IJMAX (0.61). IJMAX was incepted earlier than VMVIX: IJMAX (23 years) vs VMVIX (19 years). IJMAX (1.50) is less costly to investors than VMVIX (0.19). IJMAX is a more actively managed with annual turnover of: 25.00 vs. VMVIX (19.00). IJMAX has a lower initial minimum investment than VMVIX: IJMAX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 12.13 vs. IJMAX (7.05). VMVIX return over 5 years is better than : 76.99 vs. IJMAX (17.94).
IJMAXVMVIXIJMAX / VMVIX
Total Expense Ratio1.350.19711%
Annual Report Gross Expense Ratio1.500.19789%
Fund Existence23 years19 years-
Gain YTD2.4183.57468%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets249M29.9B1%
Annual Yield % from dividends0.612.1428%
Returns for 1 year7.0512.1358%
Returns for 3 years-4.8328.47-17%
Returns for 5 years17.9476.9923%
Returns for 10 years-27.0688.04-31%
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