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IJPMX vs VMVAX
IJPMX vs VMVAX Comparison
Open Charts IJPMX vs VMVAX
VY® JPMorgan Mid Cap Value S2
Price$14.89
Change-$0.20 (-1.33%)
VolumeN/A
Net Assets238.37M
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
IJPMX vs VMVAX Comparison Chart
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IJPMX vs. VMVAX commentary
Jun 16, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. IJPMX (238M). VMVAX pays higher dividends than IJPMX: VMVAX (2.31) vs IJPMX (0.73). 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 : 7.23 vs. IJPMX (1.01). VMVAX return over 5 years is better than : 69.23 vs. IJPMX (12.22).
| 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 | -2.489 | -0.023 | 10,983% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 29.9B | 1% |
| Annual Yield % from dividends | 0.73 | 2.31 | 31% |
| Returns for 1 year | 1.01 | 7.23 | 14% |
| Returns for 3 years | -8.72 | 24.99 | -35% |
| Returns for 5 years | 12.22 | 69.23 | 18% |
| Returns for 10 years | -30.92 | 78.81 | -39% |
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