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IJMSX vs VMVIX
IJMSX vs VMVIX Comparison
Open Charts IJMSX vs VMVIX
VY® JPMorgan Mid Cap Value S
Price$13.91
Change-$0.09 (-0.64%)
VolumeN/A
Net Assets242.12M
Vanguard Mid-Cap Value Index Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
IJMSX vs VMVIX Comparison Chart in %
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IJMSX vs. VMVIX commentary
Aug 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 StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. IJMSX (242M). VMVIX pays higher dividends than IJMSX: VMVIX (2.10) vs IJMSX (0.79). IJMSX was incepted earlier than VMVIX: IJMSX (23 years) vs VMVIX (19 years). IJMSX (1.25) is less costly to investors than VMVIX (0.19). IJMSX is a more actively managed with annual turnover of: 25.00 vs. VMVIX (19.00). IJMSX has a lower initial minimum investment than VMVIX: IJMSX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 7.67 vs. IJMSX (-8.25). VMVIX return over 5 years is better than : 65.08 vs. IJMSX (4.96).
| IJMSX | VMVIX | IJMSX / VMVIX | |
| Total Expense Ratio | 1.10 | 0.19 | 579% |
| Annual Report Gross Expense Ratio | 1.25 | 0.19 | 658% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -12.334 | 5.177 | -238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 31B | 1% |
| Annual Yield % from dividends | 0.79 | 2.10 | 37% |
| Returns for 1 year | -8.25 | 7.67 | -108% |
| Returns for 3 years | -11.34 | 17.46 | -65% |
| Returns for 5 years | 4.96 | 65.08 | 8% |
| Returns for 10 years | -25.20 | 87.80 | -29% |
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