Interact to see
Advertisement
Advertisement
IJMSX vs VMVIX
IJMSX vs VMVIX Comparison
Open Charts IJMSX vs VMVIX
VY® JPMorgan Mid Cap Value S
Price$16.45
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets248.9M
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
IJMSX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IJMSX vs. VMVIX commentary
Jul 28, 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: 30.6B vs. IJMSX (249M). VMVIX pays higher dividends than IJMSX: VMVIX (2.14) vs IJMSX (0.80). 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 : 9.75 vs. IJMSX (4.78). VMVIX return over 5 years is better than : 71.74 vs. IJMSX (18.28).
| 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 | 3.655 | 5.522 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 30.6B | 1% |
| Annual Yield % from dividends | 0.80 | 2.14 | 37% |
| Returns for 1 year | 4.78 | 9.75 | 49% |
| Returns for 3 years | -4.36 | 28.14 | -15% |
| Returns for 5 years | 18.28 | 71.74 | 25% |
| Returns for 10 years | -22.21 | 93.04 | -24% |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MCEGX | 15.27 | 0.15 | +0.99% |
| BlackRock Unconstrained Equity Inv C | |||
| RTDRX | 16.53 | 0.07 | +0.43% |
| Russell Inv Multifactor US Equity R6 | |||
| PRUFX | 114.77 | 0.40 | +0.35% |
| T. Rowe Price Growth Stock I | |||
| MGGIX | 40.72 | 0.12 | +0.30% |
| Morgan Stanley Inst Global Opp I | |||
| RYSAX | 414.29 | -0.49 | -0.12% |
| Rydex Electronics H | |||