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IJPMX vs VMVAX
IJPMX vs VMVAX Comparison
Open Charts IJPMX vs VMVAX
VY® JPMorgan Mid Cap Value S2
Price$13.47
Change+$0.15 (+1.13%)
VolumeN/A
Net Assets186.65M
Vanguard Mid-Cap Value Index Admiral
Price$89.92
Change+$0.91 (+1.02%)
VolumeN/A
Net Assets32.47B
IJPMX vs VMVAX Comparison Chart in %
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IJPMX vs. VMVAX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.5B vs. IJPMX (187M). VMVAX pays higher dividends than IJPMX: VMVAX (2.17) vs IJPMX (0.74). 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 : 1.20 vs. IJPMX (-15.06). VMVAX return over 5 years is better than : 63.10 vs. IJPMX (0.35).
| 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 | -12.754 | 6.339 | -201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 32.5B | 1% |
| Annual Yield % from dividends | 0.74 | 2.17 | 34% |
| Returns for 1 year | -15.06 | 1.20 | -1,251% |
| Returns for 3 years | -1.57 | 36.10 | -4% |
| Returns for 5 years | 0.35 | 63.10 | 1% |
| Returns for 10 years | -24.55 | 99.51 | -25% |
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