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IJMSX vs VMVIX
IJMSX vs VMVIX Comparison
Open Charts IJMSX vs VMVIX
VY® JPMorgan Mid Cap Value S
Price$16.27
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets249.12M
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
IJMSX vs VMVIX Comparison Chart in %
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IJMSX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B 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 : 12.13 vs. IJMSX (7.57). VMVIX return over 5 years is better than : 76.99 vs. IJMSX (21.06).
| 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 | 2.520 | 3.574 | 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 | 2.14 | 37% |
| Returns for 1 year | 7.57 | 12.13 | 62% |
| Returns for 3 years | -3.11 | 28.47 | -11% |
| Returns for 5 years | 21.06 | 76.99 | 27% |
| Returns for 10 years | -23.49 | 88.04 | -27% |
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