IJMSX
Price
$13.95
Change
+$0.06 (+0.43%)
Updated
Oct 17 closing price
Net Assets
186.65M
VMVAX
Price
$89.01
Change
+$0.26 (+0.29%)
Updated
Oct 17 closing price
Net Assets
32.47B
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IJMSX vs VMVAX

Header iconIJMSX vs VMVAX Comparison
Open Charts IJMSX vs VMVAXBanner chart's image
VY® JPMorgan Mid Cap Value S
Price$13.95
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets186.65M
Vanguard Mid-Cap Value Index Admiral
Price$89.01
Change+$0.26 (+0.29%)
VolumeN/A
Net Assets32.47B
IJMSX vs VMVAX Comparison Chart in %
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IJMSX vs. VMVAX commentary
Oct 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 IJMSX is a Hold and VMVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.5B vs. IJMSX (187M). VMVAX pays higher dividends than IJMSX: VMVAX (2.17) vs IJMSX (0.83). IJMSX was incepted earlier than VMVAX: IJMSX (23 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 : 1.20 vs. IJMSX (-14.37). VMVAX return over 5 years is better than : 63.10 vs. IJMSX (3.10).
IJMSXVMVAXIJMSX / VMVAX
Total Expense Ratio1.100.071,571%
Annual Report Gross Expense Ratio1.250.071,786%
Fund Existence23 years14 years-
Gain YTD-12.0826.339-191%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets187M32.5B1%
Annual Yield % from dividends0.832.1738%
Returns for 1 year-14.371.20-1,195%
Returns for 3 years0.0736.100%
Returns for 5 years3.1063.105%
Returns for 10 years-21.0999.51-21%
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