IJPMX
Price
$15.64
Change
+$0.06 (+0.39%)
Updated
Jul 3 closing price
Net Assets
249.12M
VMVAX
Price
$86.72
Change
+$0.20 (+0.23%)
Updated
Jul 3 closing price
Net Assets
29.95B
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IJPMX vs VMVAX

Header iconIJPMX vs VMVAX Comparison
Open Charts IJPMX vs VMVAXBanner chart's image
VY® JPMorgan Mid Cap Value S2
Price$15.64
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets249.12M
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
IJPMX vs VMVAX Comparison Chart in %
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IJPMX vs. VMVAX commentary
Jul 07, 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 IJPMX is a StrongBuy and VMVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. IJPMX (249M). VMVAX pays higher dividends than IJPMX: VMVAX (2.26) vs IJPMX (0.71). IJPMX was incepted earlier than VMVAX: IJPMX (16 years) vs VMVAX (14 years). IJPMX (1.40) is less costly to investors than VMVAX (0.07). IJPMX is a more actively managed with annual turnover of: 25.00 vs. VMVAX (19.00). IJPMX has a lower initial minimum investment than VMVAX: IJPMX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 12.14 vs. IJPMX (7.18). VMVAX return over 5 years is better than : 77.08 vs. IJPMX (18.39).
IJPMXVMVAXIJPMX / VMVAX
Total Expense Ratio1.250.071,786%
Annual Report Gross Expense Ratio1.400.072,000%
Fund Existence16 years14 years-
Gain YTD2.4233.57368%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets249M29.9B1%
Annual Yield % from dividends0.712.2631%
Returns for 1 year7.1812.1459%
Returns for 3 years-4.6428.52-16%
Returns for 5 years18.3977.0824%
Returns for 10 years-26.5688.11-30%
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