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IJPMX vs VMVAX
IJPMX vs VMVAX Comparison
Open Charts IJPMX vs VMVAX
VY® JPMorgan Mid Cap Value S2
Price$14.04
Change+$0.68 (+5.09%)
VolumeN/A
Net Assets189.47M
Vanguard Mid-Cap Value Index Admiral
Price$96.91
Change+$7.30 (+8.15%)
VolumeN/A
Net Assets33.17B
IJPMX vs VMVAX Comparison Chart in %
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IJPMX vs. VMVAX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. IJPMX (189M). VMVAX pays higher dividends than IJPMX: VMVAX (2.01) vs IJPMX (0.69). 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 : 13.53 vs. IJPMX (-9.38). VMVAX return over 5 years is better than : 52.71 vs. IJPMX (-10.21).
| 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 | 4.232 | 5.509 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 33.2B | 1% |
| Annual Yield % from dividends | 0.69 | 2.01 | 34% |
| Returns for 1 year | -9.38 | 13.53 | -69% |
| Returns for 3 years | -7.79 | 29.37 | -27% |
| Returns for 5 years | -10.21 | 52.71 | -19% |
| Returns for 10 years | -12.86 | 142.89 | -9% |
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