VY JPMorgan Mid Cap Value Portfolio (IJMIX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IJMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IJMIX
IJMIX charges 0.88% annually. There are 51 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | IJMIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | IJMIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | IJMIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | IJMIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | IJMIX vs VMVIX |
Best Risk-Adjusted Alternatives to IJMIX
IJMIX has a PortfoliosLab risk / return rank of 25. There are 92 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 91 | — | Mar 2002 | IJMIX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | IJMIX vs NAMAX | |
| Delaware Opportunity Fund | 86 | — | Aug 1992 | IJMIX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 86 | — | Nov 2001 | IJMIX vs SMVTX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 86 | — | Aug 1998 | IJMIX vs NCBVX |
Top Performing IJMIX Alternatives (YTD)
IJMIX is at 11.20% YTD. There are 92 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 25.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 25.93% | — | Dec 1983 | IJMIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 25.89% | — | Jul 1995 | IJMIX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 25.73% | — | Sep 1996 | IJMIX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 25.56% | — | Aug 1986 | IJMIX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.23% | — | Aug 2001 | IJMIX vs FVCSX |
Lowest Volatility Alternatives to IJMIX
IJMIX has 16.73% 1-year volatility. There are 96 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.52% | 36.60B | Sep 2011 | IJMIX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.53% | — | Aug 2006 | IJMIX vs VMVIX | |
| American Century Mid Cap Value Fund | 11.83% | 5.65B | Mar 2004 | IJMIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.86% | — | Mar 2004 | IJMIX vs ACLAX | |
| American Century Mid Cap Value R6 | 11.88% | — | Jul 2013 | IJMIX vs AMDVX |
Lowest Drawdown Alternatives to IJMIX
IJMIX has a 1-year max drawdown of -8.26%. There are 28 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | IJMIX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | IJMIX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | IJMIX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | IJMIX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | IJMIX vs FRNKX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 68 | 23.42% | — | Nov 1935 | IJMIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 22 | 4.94% | — | May 2009 | IJMIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 45 | 11.16% | — | Dec 2007 | IJMIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | 0.21% | — | Dec 1998 | IJMIX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 39 | 1.19% | — | Sep 2015 | IJMIX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 58 | 9.76% | — | Jan 2006 | IJMIX vs IFTIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 60 | 9.79% | — | Mar 2008 | IJMIX vs IIRLX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IJMIX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 94 | 17.94% | — | May 2009 | IJMIX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 47 | 1.40% | — | May 2004 | IJMIX vs IPHYX |
Often Compared With IJMIX
Investors most often compare IJMIX with NMAVX, NQVRX, RSVAX. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare IJMIX with Any Fund or Stock
Compare IJMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IJMIX with funds that move differently
VY JPMorgan Mid Cap Value Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IJMIX.
Explore IJMIX Diversifiers