Interact to see
Advertisement
Advertisement
IJMSX vs VMVIX
IJMSX vs VMVIX Comparison
Open Charts IJMSX vs VMVIX
VY® JPMorgan Mid Cap Value S
Price$14.71
Change+$0.72 (+5.15%)
VolumeN/A
Net Assets189.15M
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
IJMSX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IJMSX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. IJMSX (189M). VMVIX pays higher dividends than IJMSX: VMVIX (1.90) vs IJMSX (0.67). IJMSX was incepted earlier than VMVIX: IJMSX (24 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 : 13.54 vs. IJMSX (-8.70). VMVIX return over 5 years is better than : 52.64 vs. IJMSX (-7.78).
| IJMSX | VMVIX | IJMSX / VMVIX | |
| Total Expense Ratio | 1.10 | 0.19 | 579% |
| Annual Report Gross Expense Ratio | 1.25 | 0.19 | 658% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 4.178 | 5.515 | 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 | 1.90 | 35% |
| Returns for 1 year | -8.70 | 13.54 | -64% |
| Returns for 3 years | -6.26 | 29.32 | -21% |
| Returns for 5 years | -7.78 | 52.64 | -15% |
| Returns for 10 years | -8.85 | 142.71 | -6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BAMD | 31.55 | 0.32 | +1.02% |
| Brookstone Dividend Stock ETF | |||
| SPHD | 50.41 | 0.43 | +0.86% |
| Invesco S&P 500® High Div Low Vol ETF | |||
| IBGL | 24.09 | 0.05 | +0.19% |
| iShares iBonds Dec 2055 Term Trsy ETF | |||
| JCTR | 89.86 | N/A | N/A |
| JPMorgan Carbon Transition US Equity ETF | |||
| EEMS | 72.23 | -0.09 | -0.12% |
| iShares MSCI Emerging Markets Sm-Cp ETF | |||