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IJMSX vs VMVAX
IJMSX vs VMVAX Comparison
Open Charts IJMSX vs VMVAX
VY® JPMorgan Mid Cap Value S
Price$14.71
Change+$0.72 (+5.15%)
VolumeN/A
Net Assets189.15M
Vanguard Mid-Cap Value Index Admiral
Price$96.91
Change+$7.30 (+8.15%)
VolumeN/A
Net Assets33.17B
IJMSX vs VMVAX Comparison Chart in %
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IJMSX vs. VMVAX commentary
Feb 05, 2026
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 IJMSX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. IJMSX (189M). VMVAX pays higher dividends than IJMSX: VMVAX (2.01) vs IJMSX (0.67). IJMSX was incepted earlier than VMVAX: IJMSX (24 years) vs VMVAX (14 years). IJMSX (1.25) is less costly to investors than VMVAX (0.07). IJMSX is a more actively managed with annual turnover of: 25.00 vs. VMVAX (19.00). IJMSX has a lower initial minimum investment than VMVAX: IJMSX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 13.53 vs. IJMSX (-8.70). VMVAX return over 5 years is better than : 52.71 vs. IJMSX (-7.78).
| IJMSX | VMVAX | IJMSX / VMVAX | |
| Total Expense Ratio | 1.10 | 0.07 | 1,571% |
| Annual Report Gross Expense Ratio | 1.25 | 0.07 | 1,786% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 4.178 | 5.509 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 33.2B | 1% |
| Annual Yield % from dividends | 0.67 | 2.01 | 33% |
| Returns for 1 year | -8.70 | 13.53 | -64% |
| Returns for 3 years | -6.26 | 29.37 | -21% |
| Returns for 5 years | -7.78 | 52.71 | -15% |
| Returns for 10 years | -8.85 | 142.89 | -6% |
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