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IJMSX vs VMVAX
IJMSX vs VMVAX Comparison
Open Charts IJMSX vs VMVAX
VY® JPMorgan Mid Cap Value S
Price$16.27
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets249.12M
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
IJMSX vs VMVAX Comparison Chart in %
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IJMSX vs. VMVAX 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 IJMSX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. IJMSX (249M). VMVAX pays higher dividends than IJMSX: VMVAX (2.26) vs IJMSX (0.80). 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 : 12.14 vs. IJMSX (7.57). VMVAX return over 5 years is better than : 77.08 vs. IJMSX (21.06).
| 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 | 23 years | 14 years | - |
| Gain YTD | 2.520 | 3.573 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 29.9B | 1% |
| Annual Yield % from dividends | 0.80 | 2.26 | 35% |
| Returns for 1 year | 7.57 | 12.14 | 62% |
| Returns for 3 years | -3.11 | 28.52 | -11% |
| Returns for 5 years | 21.06 | 77.08 | 27% |
| Returns for 10 years | -23.49 | 88.11 | -27% |
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