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IJPMX vs VMVAX
IJPMX vs VMVAX Comparison
Open Charts IJPMX vs VMVAX
VY® JPMorgan Mid Cap Value S2
Price$13.44
Change+$0.18 (+1.36%)
VolumeN/A
Net Assets187.85M
Vanguard Mid-Cap Value Index Admiral
Price$90.37
Change+$1.14 (+1.28%)
VolumeN/A
Net Assets32.03B
IJPMX vs VMVAX Comparison Chart in %
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IJPMX vs. VMVAX commentary
Sep 29, 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: 32B vs. IJPMX (188M). VMVAX pays higher dividends than IJPMX: VMVAX (2.15) 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 : 4.84 vs. IJPMX (-12.06). VMVAX return over 5 years is better than : 77.27 vs. IJPMX (8.93).
| 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 | -11.968 | 7.933 | -151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 32B | 1% |
| Annual Yield % from dividends | 0.74 | 2.15 | 35% |
| Returns for 1 year | -12.06 | 4.84 | -249% |
| Returns for 3 years | 4.05 | 43.23 | 9% |
| Returns for 5 years | 8.93 | 77.27 | 12% |
| Returns for 10 years | -18.95 | 117.94 | -16% |
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