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IJPMX vs VMVAX
IJPMX vs VMVAX Comparison
Open Charts IJPMX vs VMVAX
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.
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).
| 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 | 16 years | 14 years | - |
| Gain YTD | 2.423 | 3.573 | 68% |
| 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 | 0.71 | 2.26 | 31% |
| Returns for 1 year | 7.18 | 12.14 | 59% |
| Returns for 3 years | -4.64 | 28.52 | -16% |
| Returns for 5 years | 18.39 | 77.08 | 24% |
| Returns for 10 years | -26.56 | 88.11 | -30% |
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