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IJMSX vs VMVIX
IJMSX vs VMVIX Comparison
Open Charts IJMSX vs VMVIX
VY® JPMorgan Mid Cap Value S
Price$14.11
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets244.58M
Vanguard Mid-Cap Value Index Investor
Price$67.85
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets32.03B
IJMSX vs VMVIX Comparison Chart in %
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IJMSX vs. VMVIX commentary
Sep 09, 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: 32B vs. IJMSX (245M). VMVIX pays higher dividends than IJMSX: VMVIX (2.04) vs IJMSX (0.83). 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 : 7.99 vs. IJMSX (-7.24). VMVIX return over 5 years is better than : 68.43 vs. IJMSX (8.03).
| 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 | -11.074 | 6.606 | -168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 32B | 1% |
| Annual Yield % from dividends | 0.83 | 2.04 | 41% |
| Returns for 1 year | -7.24 | 7.99 | -91% |
| Returns for 3 years | -6.54 | 23.80 | -27% |
| Returns for 5 years | 8.03 | 68.43 | 12% |
| Returns for 10 years | -18.76 | 102.69 | -18% |
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