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IJPMX vs VMVAX
IJPMX vs VMVAX Comparison
Open Charts IJPMX vs VMVAX
VY® JPMorgan Mid Cap Value S2
Price$13.35
Change-$0.13 (-0.96%)
VolumeN/A
Net Assets184.44M
Vanguard Mid-Cap Value Index Admiral
Price$90.11
Change-$1.02 (-1.12%)
VolumeN/A
Net Assets31.8B
IJPMX vs VMVAX Comparison Chart in %
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IJPMX vs. VMVAX commentary
Nov 14, 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 Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. IJPMX (184M). VMVAX pays higher dividends than IJPMX: VMVAX (2.20) vs IJPMX (0.76). IJPMX was incepted earlier than VMVAX: IJPMX (17 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 : 2.82 vs. IJPMX (-16.40). VMVAX return over 5 years is better than : 56.57 vs. IJPMX (-6.68).
| IJPMX | VMVAX | IJPMX / VMVAX | |
| Total Expense Ratio | 1.25 | 0.07 | 1,786% |
| Annual Report Gross Expense Ratio | 1.40 | 0.07 | 2,000% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -12.557 | 8.872 | -142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 31.8B | 1% |
| Annual Yield % from dividends | 0.76 | 2.20 | 34% |
| Returns for 1 year | -16.40 | 2.82 | -582% |
| Returns for 3 years | -7.38 | 26.82 | -28% |
| Returns for 5 years | -6.68 | 56.57 | -12% |
| Returns for 10 years | -23.45 | 108.57 | -22% |
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